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 | $112,478 | $81,446+38.1% | $103,374+8.8% | $80,874+39.1% |
| Participation rate | 67.9% | 66.9%+1.0pp | 74.5%-6.7pp | 67.6%+0.2pp |
| Annual return | 18.75% | 25.57%-6.8pp | 24.89%-6.1pp | 35.62%-16.9pp |
| Employer contribution / active EE | $3,490 | $3,107+12.3% | $3,869-9.8% | $2,756+26.7% |
| Participant deferral / active EE | $4,725 | $3,870+22.1% | $5,058-6.6% | $4,297+10.0% |
| Admin fee / account holder | $2,916 | $6,715-56.6% | $8,394-65.3% | $6,935-58.0% |