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 | $211,927 | $161,352+31.3% | $134,172+58.0% | $137,256+54.4% |
| Participation rate | 60.9% | 78.3%-17.4pp | 72.5%-11.6pp | 80.0%-19.1pp |
| Annual return | 24.05% | 28.72%-4.7pp | 25.30%-1.2pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,250 | $4,099-69.5% | $3,420-63.5% | $4,156-69.9% |
| Participant deferral / active EE | $2,989 | $5,552-46.2% | $4,690-36.3% | $6,407-53.4% |
| Admin fee / account holder | $893 | $15,028-94.1% | $12,016-92.6% | $12,270-92.7% |