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 | $60,422 | $76,407-20.9% | $150,298-59.8% | $82,448-26.7% |
| Participation rate | 65.3% | 66.4%-1.1pp | 77.8%-12.5pp | 68.1%-2.8pp |
| Annual return | 13.54% | 39.99%-26.5pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,108 | $2,614-19.4% | $4,154-49.3% | $2,551-17.4% |
| Participant deferral / active EE | $2,113 | $3,214-34.2% | $5,453-61.2% | $4,139-48.9% |
| Admin fee / account holder | $2,392 | $6,352-62.3% | $14,116-83.1% | $7,234-66.9% |