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 8-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 | $38,563 | $81,446-52.7% | $103,374-62.7% | $80,874-52.3% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 13.83% | 25.57%-11.7pp | 24.89%-11.1pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,532 | $3,107-50.7% | $3,869-60.4% | $2,756-44.4% |
| Participant deferral / active EE | $3,257 | $3,870-15.9% | $5,058-35.6% | $4,297-24.2% |
| Admin fee / account holder | $15,209 | $6,715+126.5% | $8,394+81.2% | $6,935+119.3% |