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 | $219,400 | $76,407+187.1% | $150,298+46.0% | $82,448+166.1% |
| Participation rate | 69.7% | 66.4%+3.3pp | 77.8%-8.1pp | 68.1%+1.6pp |
| Annual return | 15.41% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,326 | $2,614+27.2% | $4,154-19.9% | $2,551+30.4% |
| Participant deferral / active EE | $8,681 | $3,214+170.1% | $5,453+59.2% | $4,139+109.7% |
| Admin fee / account holder | $584 | $6,352-90.8% | $14,116-95.9% | $7,234-91.9% |