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 3-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 | $128,212 | $80,812+58.7% | $160,784-20.3% | $82,448+55.5% |
| Participation rate | 62.5% | 66.2%-3.7pp | 77.0%-14.5pp | 68.1%-5.6pp |
| Annual return | 14.95% | 100.59%-85.6pp | 1803.92%-1789.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,013 | $2,174-7.4% | $3,733-46.1% | $2,551-21.1% |
| Participant deferral / active EE | $5,317 | $4,335+22.6% | $6,293-15.5% | $4,139+28.5% |
| Admin fee / account holder | $9,828 | $7,695+27.7% | $9,717+1.1% | $7,234+35.8% |