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 | $30,301 | $172,111-82.4% | $150,298-79.8% | $137,256-77.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.53% | 69.37%-52.8pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $946 | $4,636-79.6% | $4,154-77.2% | $4,156-77.2% |
| Participant deferral / active EE | $1,842 | $6,166-70.1% | $5,453-66.2% | $6,407-71.3% |
| Admin fee / account holder | $718 | $16,471-95.6% | $14,116-94.9% | $12,270-94.1% |