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 | $60,526 | $88,360-31.5% | $145,433-58.4% | $67,986-11.0% |
| Participation rate | 66.5% | 65.5%+1.0pp | 82.1%-15.6pp | 57.2%+9.3pp |
| Annual return | 20.99% | 63.15%-42.2pp | 66.58%-45.6pp | 31.67%-10.7pp |
| Employer contribution / active EE | $2,270 | $3,054-25.7% | $4,554-50.2% | $2,019+12.4% |
| Participant deferral / active EE | $5,420 | $5,932-8.6% | $7,897-31.4% | $3,358+61.4% |
| Admin fee / account holder | $2,956 | $3,313-10.8% | $13,129-77.5% | $3,203-7.7% |