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 8-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 | $48,663 | $52,353-7.0% | $120,225-59.5% | $82,448-41.0% |
| Participation rate | 46.4% | 58.3%-11.9pp | 69.6%-23.1pp | 68.1%-21.6pp |
| Annual return | 16.84% | 61.85%-45.0pp | 439.23%-422.4pp | 41.64%-24.8pp |
| Employer contribution / active EE | $668 | $1,510-55.7% | $3,475-80.8% | $2,551-73.8% |
| Participant deferral / active EE | $1,317 | $2,627-49.9% | $3,999-67.1% | $4,139-68.2% |
| Admin fee / account holder | $493 | $4,363-88.7% | $5,696-91.4% | $7,234-93.2% |