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 | $130,555 | $106,749+22.3% | $145,433-10.2% | $82,448+58.3% |
| Participation rate | 51.6% | 75.6%-24.0pp | 82.1%-30.5pp | 68.1%-16.5pp |
| Annual return | 15.61% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,114 | $3,444-38.6% | $4,554-53.6% | $2,551-17.1% |
| Participant deferral / active EE | $4,845 | $6,519-25.7% | $7,897-38.7% | $4,139+17.0% |
| Admin fee / account holder | $25,804 | $8,390+207.6% | $13,129+96.5% | $7,234+256.7% |