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 | $97,600 | $239,571-59.3% | $183,328-46.8% | $137,256-28.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.7pp | 80.0%-13.3pp |
| Annual return | 12.66% | 35.69%-23.0pp | 29.67%-17.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,226 | $6,148-63.8% | $5,055-56.0% | $4,156-46.4% |
| Participant deferral / active EE | $3,199 | $7,995-60.0% | $6,795-52.9% | $6,407-50.1% |
| Admin fee / account holder | $2,855 | $30,059-90.5% | $21,427-86.7% | $12,270-76.7% |