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 5-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 | $134,457 | $124,425+8.1% | $112,040+20.0% | $137,256-2.0% |
| Participation rate | 52.9% | 79.3%-26.4pp | 76.5%-23.6pp | 80.0%-27.0pp |
| Annual return | 15.34% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $7,947 | $3,411+133.0% | $2,954+169.0% | $4,156+91.2% |
| Participant deferral / active EE | $7,357 | $5,718+28.7% | $5,098+44.3% | $6,407+14.8% |
| Admin fee / account holder | $9,905 | $15,207-34.9% | $12,098-18.1% | $12,270-19.3% |