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 | $124,538 | $102,382+21.6% | $147,005-15.3% | $80,874+54.0% |
| Participation rate | 21.6% | 75.8%-54.2pp | 82.2%-60.5pp | 67.6%-46.0pp |
| Annual return | 16.14% | 134.89%-118.8pp | 418.76%-402.6pp | 35.62%-19.5pp |
| Employer contribution / active EE | $1,510 | $3,715-59.4% | $4,934-69.4% | $2,756-45.2% |
| Participant deferral / active EE | $3,244 | $6,646-51.2% | $8,070-59.8% | $4,297-24.5% |
| Admin fee / account holder | $9,394 | $7,942+18.3% | $13,006-27.8% | $6,935+35.4% |