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 | $159,822 | $76,407+109.2% | $150,298+6.3% | $82,448+93.8% |
| Participation rate | 26.3% | 66.4%-40.1pp | 77.8%-51.4pp | 68.1%-41.8pp |
| Annual return | 15.32% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $4,202 | $2,614+60.8% | $4,154+1.2% | $2,551+64.7% |
| Participant deferral / active EE | $9,531 | $3,214+196.5% | $5,453+74.8% | $4,139+130.3% |
| Admin fee / account holder | $154,701 | $6,352+2335.5% | $14,116+995.9% | $7,234+2038.4% |