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 | $177,079 | $201,259-12.0% | $184,200-3.9% | $145,959+21.3% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 13.65% | 28.98%-15.3pp | 28.80%-15.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,615 | $7,018-62.7% | $6,424-59.3% | $4,661-43.9% |
| Participant deferral / active EE | $7,916 | $9,806-19.3% | $9,132-13.3% | $6,689+18.4% |
| Admin fee / account holder | $90,944 | $16,372+455.5% | $13,907+553.9% | $13,398+578.8% |