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 8-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 | $45,557 | $101,763-55.2% | $164,866-72.4% | $80,874-43.7% |
| Participation rate | 35.7% | 71.8%-36.1pp | 78.6%-42.9pp | 67.6%-31.9pp |
| Annual return | 10.86% | 16.73%-5.9pp | 69.97%-59.1pp | 35.62%-24.8pp |
| Employer contribution / active EE | $978 | $2,954-66.9% | $4,343-77.5% | $2,756-64.5% |
| Participant deferral / active EE | $2,492 | $4,477-44.3% | $6,033-58.7% | $4,297-42.0% |
| Admin fee / account holder | $2,850 | $8,228-65.4% | $12,689-77.5% | $6,935-58.9% |