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 | $138,727 | $178,174-22.1% | $156,181-11.2% | $137,256+1.1% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.8%-20.0pp | 80.0%-21.1pp |
| Annual return | 12.31% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,964 | $4,972-60.5% | $4,294-54.3% | $4,156-52.7% |
| Participant deferral / active EE | $3,021 | $6,888-56.1% | $6,132-50.7% | $6,407-52.8% |
| Admin fee / account holder | $129,720 | $17,404+645.3% | $14,586+789.3% | $12,270+957.2% |