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 | $85,036 | $111,535-23.8% | $105,223-19.2% | $137,256-38.0% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 15.66% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,745 | $3,939-30.3% | $3,689-25.6% | $4,156-34.0% |
| Participant deferral / active EE | $6,509 | $5,500+18.4% | $5,072+28.3% | $6,407+1.6% |
| Admin fee / account holder | $805 | $9,721-91.7% | $8,859-90.9% | $12,270-93.4% |