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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,439 | $111,535-71.8% | $105,223-70.1% | $137,256-77.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 16.60% | 237.85%-221.3pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $38,236 | $3,939+870.6% | $3,689+936.6% | $4,156+820.0% |
| Participant deferral / active EE | $3,186 | $5,500-42.1% | $5,072-37.2% | $6,407-50.3% |
| Admin fee / account holder | $4,123 | $9,721-57.6% | $8,859-53.5% | $12,270-66.4% |