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 | $130,379 | $86,922+50.0% | $102,438+27.3% | $80,874+61.2% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.6%+0.4pp |
| Annual return | 14.35% | 18.90%-4.5pp | 29.37%-15.0pp | 35.62%-21.3pp |
| Employer contribution / active EE | $2,562 | $2,369+8.1% | $3,024-15.3% | $2,756-7.0% |
| Participant deferral / active EE | $9,076 | $4,119+120.4% | $5,054+79.6% | $4,297+111.2% |
| Admin fee / account holder | $1,033 | $8,050-87.2% | $9,448-89.1% | $6,935-85.1% |