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 | $133,745 | $85,515+56.4% | $112,040+19.4% | $67,986+96.7% |
| Participation rate | 60.7% | 68.2%-7.5pp | 76.5%-15.8pp | 57.2%+3.5pp |
| Annual return | 18.76% | 29.68%-10.9pp | 24.52%-5.8pp | 31.67%-12.9pp |
| Employer contribution / active EE | $1,880 | $2,191-14.2% | $2,954-36.3% | $2,019-6.9% |
| Participant deferral / active EE | $4,540 | $4,014+13.1% | $5,098-10.9% | $3,358+35.2% |
| Admin fee / account holder | $391 | $3,774-89.6% | $12,098-96.8% | $3,203-87.8% |