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 | $193,918 | $108,825+78.2% | $156,181+24.2% | $82,448+135.2% |
| Participation rate | 67.4% | 72.4%-4.9pp | 78.8%-11.4pp | 68.1%-0.6pp |
| Annual return | 17.50% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $4,915 | $2,870+71.3% | $4,294+14.5% | $2,551+92.7% |
| Participant deferral / active EE | $6,245 | $4,577+36.4% | $6,132+1.8% | $4,139+50.9% |
| Admin fee / account holder | $5,533 | $9,341-40.8% | $14,586-62.1% | $7,234-23.5% |