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 | $240,790 | $106,749+125.6% | $145,433+65.6% | $82,448+192.1% |
| Participation rate | 61.5% | 75.6%-14.1pp | 82.1%-20.6pp | 68.1%-6.5pp |
| Annual return | 18.60% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,455 | $3,444-28.7% | $4,554-46.1% | $2,551-3.8% |
| Participant deferral / active EE | $5,629 | $6,519-13.6% | $7,897-28.7% | $4,139+36.0% |
| Admin fee / account holder | $429 | $8,390-94.9% | $13,129-96.7% | $7,234-94.1% |