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 3-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 | $32,468 | $100,004-67.5% | $81,438-60.1% | $145,959-77.8% |
| Participation rate | 26.7% | 74.2%-47.5pp | 69.5%-42.8pp | 80.3%-53.6pp |
| Annual return | 15.39% | 34.34%-18.9pp | 24.74%-9.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $404 | $2,970-86.4% | $2,460-83.6% | $4,661-91.3% |
| Participant deferral / active EE | $2,082 | $4,603-54.8% | $3,883-46.4% | $6,689-68.9% |
| Admin fee / account holder | $353 | $8,202-95.7% | $5,764-93.9% | $13,398-97.4% |