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 | $101,772 | $86,922+17.1% | $102,438-0.7% | $80,874+25.8% |
| Participation rate | 56.2% | 72.4%-16.2pp | 76.5%-20.3pp | 67.6%-11.5pp |
| Annual return | 14.56% | 18.90%-4.3pp | 29.37%-14.8pp | 35.62%-21.1pp |
| Employer contribution / active EE | $777 | $2,369-67.2% | $3,024-74.3% | $2,756-71.8% |
| Participant deferral / active EE | $3,164 | $4,119-23.2% | $5,054-37.4% | $4,297-26.4% |
| Admin fee / account holder | $3,919 | $8,050-51.3% | $9,448-58.5% | $6,935-43.5% |