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 | $80,327 | $81,446-1.4% | $103,374-22.3% | $80,874-0.7% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 14.12% | 25.57%-11.4pp | 24.89%-10.8pp | 35.62%-21.5pp |
| Employer contribution / active EE | $2,270 | $3,107-27.0% | $3,869-41.3% | $2,756-17.6% |
| Participant deferral / active EE | $5,638 | $3,870+45.7% | $5,058+11.5% | $4,297+31.2% |
| Admin fee / account holder | $7,680 | $6,715+14.4% | $8,394-8.5% | $6,935+10.7% |