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 4-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 | $9,519 | $81,233-88.3% | $155,567-93.9% | $80,874-88.2% |
| Participation rate | 46.8% | 66.2%-19.4pp | 78.2%-31.4pp | 67.6%-20.8pp |
| Annual return | 11.12% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $451 | $3,101-85.4% | $4,674-90.3% | $2,756-83.6% |
| Participant deferral / active EE | $1,069 | $3,452-69.0% | $5,628-81.0% | $4,297-75.1% |
| Admin fee / account holder | $1,192 | $7,998-85.1% | $15,916-92.5% | $6,935-82.8% |