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 | $42,036 | $51,604-18.5% | $129,295-67.5% | $80,874-48.0% |
| Participation rate | 50.0% | 57.0%-7.0pp | 69.6%-19.6pp | 67.6%-17.6pp |
| Annual return | 14.85% | 20.76%-5.9pp | 9429.28%-9414.4pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,386 | $1,585-12.5% | $4,157-66.7% | $2,756-49.7% |
| Participant deferral / active EE | $2,726 | $2,670+2.1% | $4,169-34.6% | $4,297-36.6% |
| Admin fee / account holder | $2,901 | $4,310-32.7% | $7,665-62.2% | $6,935-58.2% |