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 | $98,579 | $68,097+44.8% | $62,929+56.7% | $137,256-28.2% |
| Participation rate | 63.2% | 77.4%-14.3pp | 73.1%-10.0pp | 80.0%-16.8pp |
| Annual return | 15.96% | 1859.11%-1843.1pp | 1063.93%-1048.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $905 | $2,811-67.8% | $2,505-63.9% | $4,156-78.2% |
| Participant deferral / active EE | $3,330 | $4,553-26.9% | $3,888-14.4% | $6,407-48.0% |
| Admin fee / account holder | $1,563 | $6,521-76.0% | $5,065-69.1% | $12,270-87.3% |