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 | $86,223 | $85,515+0.8% | $112,040-23.0% | $67,986+26.8% |
| Participation rate | 55.1% | 68.2%-13.1pp | 76.5%-21.4pp | 57.2%-2.1pp |
| Annual return | 31.23% | 29.68%+1.6pp | 24.52%+6.7pp | 31.67%-0.4pp |
| Employer contribution / active EE | $1,076 | $2,191-50.9% | $2,954-63.6% | $2,019-46.7% |
| Participant deferral / active EE | $2,319 | $4,014-42.2% | $5,098-54.5% | $3,358-30.9% |
| Admin fee / account holder | $10,230 | $3,774+171.1% | $12,098-15.4% | $3,203+219.4% |