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 5-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 | $103,107 | $57,057+80.7% | $85,009+21.3% | $80,874+27.5% |
| Participation rate | 37.0% | 56.4%-19.3pp | 67.5%-30.5pp | 67.6%-30.6pp |
| Annual return | 14.39% | 21.66%-7.3pp | 66.47%-52.1pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,458 | $1,799-18.9% | $2,728-46.5% | $2,756-47.1% |
| Participant deferral / active EE | $2,166 | $3,112-30.4% | $4,522-52.1% | $4,297-49.6% |
| Admin fee / account holder | $7,257 | $4,986+45.5% | $6,153+17.9% | $6,935+4.6% |