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 | $136,088 | $112,729+20.7% | $98,716+37.9% | $137,256-0.9% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.3%-25.5pp | 80.0%-36.2pp |
| Annual return | 13.62% | 38.48%-24.9pp | 31.81%-18.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $862 | $2,725-68.4% | $2,279-62.2% | $4,156-79.3% |
| Participant deferral / active EE | $1,721 | $4,640-62.9% | $4,048-57.5% | $6,407-73.1% |
| Admin fee / account holder | $1,811 | $10,129-82.1% | $8,703-79.2% | $12,270-85.2% |