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 | $68,615 | $172,111-60.1% | $150,298-54.3% | $137,256-50.0% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 17.28% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,111 | $4,636-76.0% | $4,154-73.3% | $4,156-73.3% |
| Participant deferral / active EE | $1,682 | $6,166-72.7% | $5,453-69.2% | $6,407-73.8% |
| Admin fee / account holder | $414 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |