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 | $89,203 | $67,894+31.4% | $89,340-0.2% | $82,448+8.2% |
| Participation rate | 52.2% | 64.0%-11.8pp | 69.6%-17.3pp | 68.1%-15.8pp |
| Annual return | 13.43% | 19.21%-5.8pp | 20.57%-7.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $956 | $1,828-47.7% | $2,231-57.2% | $2,551-62.5% |
| Participant deferral / active EE | $2,073 | $3,072-32.5% | $3,823-45.8% | $4,139-49.9% |
| Admin fee / account holder | $3,509 | $5,723-38.7% | $6,704-47.7% | $7,234-51.5% |