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 | $111,509 | $112,729-1.1% | $98,716+13.0% | $137,256-18.8% |
| Participation rate | 54.2% | 74.2%-20.1pp | 69.3%-15.1pp | 80.0%-25.8pp |
| Annual return | 14.26% | 38.48%-24.2pp | 31.81%-17.5pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,142 | $2,725-21.4% | $2,279-6.0% | $4,156-48.5% |
| Participant deferral / active EE | $4,329 | $4,640-6.7% | $4,048+7.0% | $6,407-32.4% |
| Admin fee / account holder | $11,026 | $10,129+8.9% | $8,703+26.7% | $12,270-10.1% |