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 | $98,493 | $166,020-40.7% | $164,866-40.3% | $145,959-32.5% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.6%-31.5pp | 80.3%-33.2pp |
| Annual return | 17.99% | 100.08%-82.1pp | 69.97%-52.0pp | 561.95%-544.0pp |
| Employer contribution / active EE | $1,933 | $5,275-63.3% | $4,343-55.5% | $4,661-58.5% |
| Participant deferral / active EE | $4,943 | $6,961-29.0% | $6,033-18.1% | $6,689-26.1% |
| Admin fee / account holder | $960 | $16,644-94.2% | $12,689-92.4% | $13,398-92.8% |