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 9-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 | $98,841 | $112,729-12.3% | $98,716+0.1% | $137,256-28.0% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.3%-6.1pp | 80.0%-16.8pp |
| Annual return | 16.91% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,108 | $2,725-22.7% | $2,279-7.5% | $4,156-49.3% |
| Participant deferral / active EE | $5,364 | $4,640+15.6% | $4,048+32.5% | $6,407-16.3% |
| Admin fee / account holder | $832 | $10,129-91.8% | $8,703-90.4% | $12,270-93.2% |