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 | $202,605 | $88,672+128.5% | $105,223+92.5% | $82,448+145.7% |
| Participation rate | 45.9% | 67.9%-22.0pp | 75.0%-29.1pp | 68.1%-22.1pp |
| Annual return | 19.92% | 30.86%-10.9pp | 180.65%-160.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $6,899 | $3,048+126.4% | $3,689+87.0% | $2,551+170.4% |
| Participant deferral / active EE | $3,753 | $4,036-7.0% | $5,072-26.0% | $4,139-9.3% |
| Admin fee / account holder | $3,724 | $7,146-47.9% | $8,859-58.0% | $7,234-48.5% |