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 4-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 | $109,397 | $88,672+23.4% | $105,223+4.0% | $82,448+32.7% |
| Participation rate | 64.4% | 67.9%-3.5pp | 75.0%-10.7pp | 68.1%-3.7pp |
| Annual return | 18.22% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,737 | $3,048-10.2% | $3,689-25.8% | $2,551+7.3% |
| Participant deferral / active EE | $3,550 | $4,036-12.0% | $5,072-30.0% | $4,139-14.2% |
| Admin fee / account holder | $7,752 | $7,146+8.5% | $8,859-12.5% | $7,234+7.2% |