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 9-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 | $88,887 | $86,922+2.3% | $102,438-13.2% | $80,874+9.9% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 40.34% | 18.90%+21.4pp | 29.37%+11.0pp | 35.62%+4.7pp |
| Employer contribution / active EE | $1,792 | $2,369-24.4% | $3,024-40.7% | $2,756-35.0% |
| Participant deferral / active EE | $4,500 | $4,119+9.3% | $5,054-10.9% | $4,297+4.7% |
| Admin fee / account holder | $659 | $8,050-91.8% | $9,448-93.0% | $6,935-90.5% |