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 8-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 | $166,480 | $138,385+20.3% | $184,200-9.6% | $80,874+105.9% |
| Participation rate | 67.5% | 83.9%-16.4pp | 86.8%-19.3pp | 67.6%-0.1pp |
| Annual return | 15.37% | 20.02%-4.7pp | 28.80%-13.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $9,936 | $4,849+104.9% | $6,424+54.7% | $2,756+260.6% |
| Participant deferral / active EE | $10,830 | $7,073+53.1% | $9,132+18.6% | $4,297+152.0% |
| Admin fee / account holder | $30,511 | $10,483+191.0% | $13,907+119.4% | $6,935+339.9% |