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 | $55,247 | $86,922-36.4% | $102,438-46.1% | $80,874-31.7% |
| Participation rate | 47.7% | 72.4%-24.7pp | 76.5%-28.8pp | 67.6%-20.0pp |
| Annual return | 13.73% | 18.90%-5.2pp | 29.37%-15.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,429 | $2,369-39.7% | $3,024-52.7% | $2,756-48.1% |
| Participant deferral / active EE | $3,220 | $4,119-21.8% | $5,054-36.3% | $4,297-25.1% |
| Admin fee / account holder | $4,886 | $8,050-39.3% | $9,448-48.3% | $6,935-29.5% |