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 | $194,075 | $95,453+103.3% | $112,040+73.2% | $82,448+135.4% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.5%-18.6pp | 68.1%-10.2pp |
| Annual return | 14.35% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,215 | $2,318-4.4% | $2,954-25.0% | $2,551-13.2% |
| Participant deferral / active EE | $5,355 | $4,224+26.8% | $5,098+5.1% | $4,139+29.4% |
| Admin fee / account holder | $30,793 | $9,013+241.6% | $12,098+154.5% | $7,234+325.6% |