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 | $45,133 | $55,472-18.6% | $155,567-71.0% | $74,546-39.5% |
| Participation rate | 26.0% | 61.9%-35.9pp | 78.2%-52.2pp | 67.2%-41.2pp |
| Annual return | 13.12% | 268.72%-255.6pp | 64.74%-51.6pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $576 | $2,269-74.6% | $4,674-87.7% | $2,624-78.1% |
| Participant deferral / active EE | $1,150 | $2,838-59.5% | $5,628-79.6% | $4,347-73.5% |
| Admin fee / account holder | $25,921 | $1,743+1387.5% | $15,916+62.9% | $1,944+1233.7% |