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 | $132,457 | $95,453+38.8% | $112,040+18.2% | $82,448+60.7% |
| Participation rate | 66.3% | 72.8%-6.5pp | 76.5%-10.2pp | 68.1%-1.8pp |
| Annual return | 13.02% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,598 | $2,318-31.1% | $2,954-45.9% | $2,551-37.4% |
| Participant deferral / active EE | $4,756 | $4,224+12.6% | $5,098-6.7% | $4,139+14.9% |
| Admin fee / account holder | $25,875 | $9,013+187.1% | $12,098+113.9% | $7,234+257.7% |