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 | $143,405 | $29,319+389.1% | $52,425+173.5% | $82,448+73.9% |
| Participation rate | 26.2% | 46.9%-20.7pp | 55.6%-29.4pp | 68.1%-41.9pp |
| Annual return | 14.45% | 535.20%-520.8pp | 302.12%-287.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $569 | $586-2.9% | $914-37.7% | $2,551-77.7% |
| Participant deferral / active EE | $2,268 | $1,171+93.6% | $1,790+26.7% | $4,139-45.2% |
| Admin fee / account holder | $3,011 | $1,962+53.5% | $2,495+20.7% | $7,234-58.4% |