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 | $81,701 | $95,453-14.4% | $112,040-27.1% | $82,448-0.9% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.5%-9.1pp | 68.1%-0.7pp |
| Annual return | 13.52% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,573 | $2,318-32.1% | $2,954-46.7% | $2,551-38.3% |
| Participant deferral / active EE | $3,146 | $4,224-25.5% | $5,098-38.3% | $4,139-24.0% |
| Admin fee / account holder | $3,148 | $9,013-65.1% | $12,098-74.0% | $7,234-56.5% |