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 | $157,268 | $63,703+146.9% | $93,063+69.0% | $82,448+90.7% |
| Participation rate | 60.0% | 63.8%-3.8pp | 72.1%-12.1pp | 68.1%-8.1pp |
| Annual return | 18.96% | -775.43%+794.4pp | 34.15%-15.2pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,126 | $1,729-34.8% | $2,476-54.5% | $2,551-55.8% |
| Participant deferral / active EE | $2,230 | $2,919-23.6% | $3,958-43.7% | $4,139-46.1% |
| Admin fee / account holder | $2,374 | $5,982-60.3% | $6,033-60.6% | $7,234-67.2% |