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 5-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 | $184,841 | $45,312+307.9% | $86,233+114.4% | $67,986+171.9% |
| Participation rate | 48.3% | 42.4%+5.9pp | 69.0%-20.7pp | 57.2%-8.9pp |
| Annual return | 14.95% | 24.79%-9.8pp | 61.39%-46.4pp | 31.67%-16.7pp |
| Employer contribution / active EE | $1,826 | $1,160+57.5% | $2,504-27.1% | $2,019-9.5% |
| Participant deferral / active EE | $3,885 | $2,185+77.8% | $4,559-14.8% | $3,358+15.7% |
| Admin fee / account holder | $1,457 | $3,295-55.8% | $8,342-82.5% | $3,203-54.5% |