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 | $205,728 | $178,174+15.5% | $156,181+31.7% | $137,256+49.9% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.8%-9.3pp | 80.0%-10.4pp |
| Annual return | 15.77% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,739 | $4,972-65.0% | $4,294-59.5% | $4,156-58.2% |
| Participant deferral / active EE | $2,343 | $6,888-66.0% | $6,132-61.8% | $6,407-63.4% |
| Admin fee / account holder | $5,219 | $17,404-70.0% | $14,586-64.2% | $12,270-57.5% |