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 9-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 | $102,823 | $88,672+16.0% | $105,223-2.3% | $82,448+24.7% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 15.26% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,500 | $3,048-18.0% | $3,689-32.2% | $2,551-2.0% |
| Participant deferral / active EE | $6,432 | $4,036+59.4% | $5,072+26.8% | $4,139+55.4% |
| Admin fee / account holder | $13,224 | $7,146+85.1% | $8,859+49.3% | $7,234+82.8% |