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 | $119,153 | $183,592-35.1% | $155,567-23.4% | $145,959-18.4% |
| Participation rate | 58.3% | 82.7%-24.3pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 10.58% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $1,925 | $5,315-63.8% | $4,674-58.8% | $4,661-58.7% |
| Participant deferral / active EE | $4,103 | $6,464-36.5% | $5,628-27.1% | $6,689-38.7% |
| Admin fee / account holder | $874 | $19,318-95.5% | $15,916-94.5% | $13,398-93.5% |