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 | $121,241 | $124,425-2.6% | $112,040+8.2% | $137,256-11.7% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.5%-15.0pp | 80.0%-18.4pp |
| Annual return | 20.24% | 24.72%-4.5pp | 24.52%-4.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,652 | $3,411-51.6% | $2,954-44.1% | $4,156-60.2% |
| Participant deferral / active EE | $6,228 | $5,718+8.9% | $5,098+22.2% | $6,407-2.8% |
| Admin fee / account holder | $1,600 | $15,207-89.5% | $12,098-86.8% | $12,270-87.0% |