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 | $41,873 | $88,672-52.8% | $105,223-60.2% | $82,448-49.2% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 14.40% | 30.86%-16.5pp | 180.65%-166.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $4,527 | $3,048+48.5% | $3,689+22.7% | $2,551+77.5% |
| Participant deferral / active EE | $4,800 | $4,036+18.9% | $5,072-5.4% | $4,139+16.0% |
| Admin fee / account holder | $582 | $7,146-91.9% | $8,859-93.4% | $7,234-92.0% |