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 | $185,774 | $87,166+113.1% | $76,735+142.1% | $137,256+35.3% |
| Participation rate | 58.8% | 74.4%-15.5pp | 69.5%-10.7pp | 80.0%-21.1pp |
| Annual return | 13.72% | 26.50%-12.8pp | 29.77%-16.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,059 | $2,904-63.5% | $2,454-56.8% | $4,156-74.5% |
| Participant deferral / active EE | $3,102 | $4,726-34.4% | $4,088-24.1% | $6,407-51.6% |
| Admin fee / account holder | $5,222 | $8,403-37.9% | $7,189-27.4% | $12,270-57.4% |