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 | $16,928 | $29,319-42.3% | $52,425-67.7% | $82,448-79.5% |
| Participation rate | 34.2% | 46.9%-12.6pp | 55.6%-21.4pp | 68.1%-33.9pp |
| Annual return | 16.66% | 535.20%-518.5pp | 302.12%-285.5pp | 41.64%-25.0pp |
| Employer contribution / active EE | $584 | $586-0.5% | $914-36.2% | $2,551-77.1% |
| Participant deferral / active EE | $1,094 | $1,171-6.6% | $1,790-38.9% | $4,139-73.6% |
| Admin fee / account holder | $2,736 | $1,962+39.4% | $2,495+9.7% | $7,234-62.2% |