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 | $65,363 | $73,787-11.4% | $98,716-33.8% | $82,448-20.7% |
| Participation rate | 46.3% | 61.4%-15.1pp | 69.3%-23.0pp | 68.1%-21.7pp |
| Annual return | 15.64% | 18.57%-2.9pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,583 | $1,511+4.8% | $2,279-30.5% | $2,551-37.9% |
| Participant deferral / active EE | $3,580 | $3,081+16.2% | $4,048-11.6% | $4,139-13.5% |
| Admin fee / account holder | $37,722 | $6,500+480.3% | $8,703+333.4% | $7,234+421.4% |