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 | $65,029 | $76,407-14.9% | $150,298-56.7% | $82,448-21.1% |
| Participation rate | 60.4% | 66.4%-6.0pp | 77.8%-17.4pp | 68.1%-7.7pp |
| Annual return | 13.58% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,026 | $2,614-22.5% | $4,154-51.2% | $2,551-20.6% |
| Participant deferral / active EE | $3,460 | $3,214+7.6% | $5,453-36.6% | $4,139-16.4% |
| Admin fee / account holder | $10,080 | $6,352+58.7% | $14,116-28.6% | $7,234+39.3% |