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 | $27,608 | $80,812-65.8% | $160,784-82.8% | $82,448-66.5% |
| Participation rate | 33.3% | 66.2%-32.9pp | 77.0%-43.6pp | 68.1%-34.7pp |
| Annual return | 18.66% | 100.59%-81.9pp | 1803.92%-1785.3pp | 41.64%-23.0pp |
| Employer contribution / active EE | $552 | $2,174-74.6% | $3,733-85.2% | $2,551-78.3% |
| Participant deferral / active EE | $2,514 | $4,335-42.0% | $6,293-60.0% | $4,139-39.3% |
| Admin fee / account holder | $1,814 | $7,695-76.4% | $9,717-81.3% | $7,234-74.9% |