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 | $74,271 | $86,922-14.6% | $102,438-27.5% | $80,874-8.2% |
| Participation rate | 52.1% | 72.4%-20.3pp | 76.5%-24.4pp | 67.6%-15.6pp |
| Annual return | 11.31% | 18.90%-7.6pp | 29.37%-18.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,936 | $2,369-18.3% | $3,024-36.0% | $2,756-29.7% |
| Participant deferral / active EE | $4,472 | $4,119+8.6% | $5,054-11.5% | $4,297+4.1% |
| Admin fee / account holder | $6,891 | $8,050-14.4% | $9,448-27.1% | $6,935-0.6% |