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 | $32,947 | $183,592-82.1% | $155,567-78.8% | $145,959-77.4% |
| Participation rate | 59.1% | 82.7%-23.6pp | 78.2%-19.1pp | 80.3%-21.2pp |
| Annual return | 14.47% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,180 | $5,315-59.0% | $4,674-53.4% | $4,661-53.2% |
| Participant deferral / active EE | $4,304 | $6,464-33.4% | $5,628-23.5% | $6,689-35.6% |
| Admin fee / account holder | $949 | $19,318-95.1% | $15,916-94.0% | $13,398-92.9% |