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 | $92,378 | $88,672+4.2% | $105,223-12.2% | $82,448+12.0% |
| Participation rate | 54.2% | 67.9%-13.7pp | 75.0%-20.8pp | 68.1%-13.8pp |
| Annual return | 13.96% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,400 | $3,048-21.3% | $3,689-34.9% | $2,551-5.9% |
| Participant deferral / active EE | $4,667 | $4,036+15.6% | $5,072-8.0% | $4,139+12.7% |
| Admin fee / account holder | $5,488 | $7,146-23.2% | $8,859-38.0% | $7,234-24.1% |