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 | $29,645 | $112,729-73.7% | $98,716-70.0% | $137,256-78.4% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.3%-0.1pp | 80.0%-10.7pp |
| Annual return | 12.02% | 38.48%-26.5pp | 31.81%-19.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,439 | $2,725-47.2% | $2,279-36.8% | $4,156-65.4% |
| Participant deferral / active EE | $2,619 | $4,640-43.6% | $4,048-35.3% | $6,407-59.1% |
| Admin fee / account holder | $817 | $10,129-91.9% | $8,703-90.6% | $12,270-93.3% |