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 | $75,661 | $102,245-26.0% | $89,340-15.3% | $137,256-44.9% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 14.72% | 21.89%-7.2pp | 20.57%-5.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $6,101 | $2,529+141.2% | $2,231+173.4% | $4,156+46.8% |
| Participant deferral / active EE | $6,101 | $4,436+37.5% | $3,823+59.6% | $6,407-4.8% |
| Admin fee / account holder | $19,771 | $8,085+144.5% | $6,704+194.9% | $12,270+61.1% |