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 | $93,828 | $71,057+32.0% | $93,654+0.2% | $80,874+16.0% |
| Participation rate | 42.2% | 60.4%-18.2pp | 68.7%-26.5pp | 67.6%-25.4pp |
| Annual return | 11.20% | 11.26%-0.1pp | 133.34%-122.1pp | 35.62%-24.4pp |
| Employer contribution / active EE | $386 | $1,564-75.3% | $2,421-84.1% | $2,756-86.0% |
| Participant deferral / active EE | $2,963 | $4,034-26.5% | $4,413-32.9% | $4,297-31.0% |
| Admin fee / account holder | $8,814 | $6,944+26.9% | $8,282+6.4% | $6,935+27.1% |