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 | $147,379 | $76,407+92.9% | $150,298-1.9% | $82,448+78.8% |
| Participation rate | 56.3% | 66.4%-10.1pp | 77.8%-21.5pp | 68.1%-11.8pp |
| Annual return | 14.48% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,586 | $2,614-39.3% | $4,154-61.8% | $2,551-37.8% |
| Participant deferral / active EE | $3,615 | $3,214+12.5% | $5,453-33.7% | $4,139-12.7% |
| Admin fee / account holder | $5,015 | $6,352-21.0% | $14,116-64.5% | $7,234-30.7% |