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 6-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 | $25,814 | $90,397-71.4% | $76,002-66.0% | $145,959-82.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 11.32% | 621.97%-610.7pp | 360.07%-348.8pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,011 | $3,317-69.5% | $2,688-62.4% | $4,661-78.3% |
| Participant deferral / active EE | $2,098 | $5,163-59.4% | $4,257-50.7% | $6,689-68.6% |
| Admin fee / account holder | $4,038 | $8,369-51.7% | $6,414-37.0% | $13,398-69.9% |