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 | $36,725 | $34,932+5.1% | $56,441-34.9% | $74,546-50.7% |
| Participation rate | 27.3% | 32.9%-5.6pp | 52.5%-25.2pp | 67.2%-39.9pp |
| Annual return | 13.59% | 24.90%-11.3pp | 1704.21%-1690.6pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $893 | $608+46.9% | $1,039-14.0% | $2,624-66.0% |
| Participant deferral / active EE | $1,427 | $1,173+21.7% | $1,953-26.9% | $4,347-67.2% |
| Admin fee / account holder | $6,662 | $2,359+182.4% | $2,829+135.5% | $1,944+242.8% |