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 | $69,405 | $51,638+34.4% | $68,368+1.5% | $82,448-15.8% |
| Participation rate | 54.8% | 63.6%-8.8pp | 73.8%-18.9pp | 68.1%-13.2pp |
| Annual return | 15.72% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $270 | $2,047-86.8% | $2,649-89.8% | $2,551-89.4% |
| Participant deferral / active EE | $3,115 | $2,914+6.9% | $4,123-24.4% | $4,139-24.7% |
| Admin fee / account holder | $4,803 | $4,643+3.4% | $5,150-6.7% | $7,234-33.6% |