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 | $98,588 | $210,343-53.1% | $153,432-35.7% | $145,959-32.5% |
| Participation rate | 33.3% | 82.1%-48.8pp | 77.1%-43.7pp | 80.3%-47.0pp |
| Annual return | 25.22% | 13.38%+11.8pp | 15.66%+9.6pp | 561.95%-536.7pp |
| Employer contribution / active EE | $2,056 | $6,047-66.0% | $5,038-59.2% | $4,661-55.9% |
| Participant deferral / active EE | $4,021 | $7,977-49.6% | $6,757-40.5% | $6,689-39.9% |
| Admin fee / account holder | $45,242 | $19,424+132.9% | $12,725+255.5% | $13,398+237.7% |