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 | $94,606 | $88,672+6.7% | $105,223-10.1% | $82,448+14.7% |
| Participation rate | 48.9% | 67.9%-19.0pp | 75.0%-26.2pp | 68.1%-19.2pp |
| Annual return | 17.85% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,726 | $3,048-43.4% | $3,689-53.2% | $2,551-32.3% |
| Participant deferral / active EE | $4,417 | $4,036+9.4% | $5,072-12.9% | $4,139+6.7% |
| Admin fee / account holder | $1,391 | $7,146-80.5% | $8,859-84.3% | $7,234-80.8% |