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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,256 | $201,259-57.1% | $184,200-53.2% | $145,959-40.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.86% | 28.98%-22.1pp | 28.80%-21.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $64,704 | $7,018+822.0% | $6,424+907.2% | $4,661+1288.3% |
| Participant deferral / active EE | $96,566 | $9,806+884.7% | $9,132+957.4% | $6,689+1343.8% |
| Admin fee / account holder | $34,286 | $16,372+109.4% | $13,907+146.5% | $13,398+155.9% |