Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,866 | $88,672+19.4% | $105,223+0.6% | $82,448+28.4% |
| Participation rate | 63.2% | 67.9%-4.8pp | 75.0%-11.9pp | 68.1%-4.9pp |
| Annual return | 14.56% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,566 | $3,048-15.8% | $3,689-30.4% | $2,551+0.6% |
| Participant deferral / active EE | $5,470 | $4,036+35.5% | $5,072+7.9% | $4,139+32.2% |
| Admin fee / account holder | $5,546 | $7,146-22.4% | $8,859-37.4% | $7,234-23.3% |