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 | $105,918 | $67,894+56.0% | $89,340+18.6% | $82,448+28.5% |
| Participation rate | 52.1% | 64.0%-12.0pp | 69.6%-17.5pp | 68.1%-16.0pp |
| Annual return | 21.05% | 19.21%+1.8pp | 20.57%+0.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,281 | $1,828+24.8% | $2,231+2.2% | $2,551-10.6% |
| Participant deferral / active EE | $4,709 | $3,072+53.3% | $3,823+23.2% | $4,139+13.8% |
| Admin fee / account holder | $5,934 | $5,723+3.7% | $6,704-11.5% | $7,234-18.0% |