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 | $56,281 | $94,031-40.1% | $115,768-51.4% | $82,448-31.7% |
| Participation rate | 62.9% | 70.4%-7.6pp | 74.4%-11.5pp | 68.1%-5.2pp |
| Annual return | 12.39% | 20.61%-8.2pp | 100.46%-88.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,679 | $2,323+15.3% | $2,940-8.9% | $2,551+5.0% |
| Participant deferral / active EE | $6,683 | $3,972+68.3% | $4,917+35.9% | $4,139+61.5% |
| Admin fee / account holder | $19,614 | $10,249+91.4% | $12,439+57.7% | $7,234+171.1% |