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 | $150,152 | $102,245+46.9% | $89,340+68.1% | $137,256+9.4% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 14.01% | 21.89%-7.9pp | 20.57%-6.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,221 | $2,529-51.7% | $2,231-45.3% | $4,156-70.6% |
| Participant deferral / active EE | $7,224 | $4,436+62.8% | $3,823+89.0% | $6,407+12.8% |
| Admin fee / account holder | $6,336 | $8,085-21.6% | $6,704-5.5% | $12,270-48.4% |