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 | $140,986 | $73,787+91.1% | $98,716+42.8% | $82,448+71.0% |
| Participation rate | 45.6% | 61.4%-15.8pp | 69.3%-23.7pp | 68.1%-22.5pp |
| Annual return | 12.73% | 18.57%-5.8pp | 31.81%-19.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $889 | $1,511-41.2% | $2,279-61.0% | $2,551-65.2% |
| Participant deferral / active EE | $3,311 | $3,081+7.4% | $4,048-18.2% | $4,139-20.0% |
| Admin fee / account holder | $6,891 | $6,500+6.0% | $8,703-20.8% | $7,234-4.8% |