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 | $69,008 | $65,246+5.8% | $98,716-30.1% | $67,986+1.5% |
| Participation rate | 63.0% | 51.4%+11.6pp | 69.3%-6.3pp | 57.2%+5.8pp |
| Annual return | 16.73% | 20.58%-3.8pp | 31.81%-15.1pp | 31.67%-14.9pp |
| Employer contribution / active EE | $1,039 | $1,042-0.3% | $2,279-54.4% | $2,019-48.5% |
| Participant deferral / active EE | $3,055 | $2,594+17.8% | $4,048-24.5% | $3,358-9.0% |
| Admin fee / account holder | $5,531 | $4,561+21.3% | $8,703-36.4% | $3,203+72.7% |