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 | $44,396 | $94,031-52.8% | $115,768-61.7% | $82,448-46.2% |
| Participation rate | 51.2% | 70.4%-19.3pp | 74.4%-23.2pp | 68.1%-16.9pp |
| Annual return | 15.78% | 20.61%-4.8pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,128 | $2,323-51.5% | $2,940-61.6% | $2,551-55.8% |
| Participant deferral / active EE | $2,283 | $3,972-42.5% | $4,917-53.6% | $4,139-44.8% |
| Admin fee / account holder | $5,264 | $10,249-48.6% | $12,439-57.7% | $7,234-27.2% |