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 | $88,565 | $76,407+15.9% | $150,298-41.1% | $82,448+7.4% |
| Participation rate | 58.1% | 66.4%-8.3pp | 77.8%-19.7pp | 68.1%-10.0pp |
| Annual return | 16.85% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,254 | $2,614-52.0% | $4,154-69.8% | $2,551-50.8% |
| Participant deferral / active EE | $3,004 | $3,214-6.6% | $5,453-44.9% | $4,139-27.4% |
| Admin fee / account holder | $6,946 | $6,352+9.3% | $14,116-50.8% | $7,234-4.0% |