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 | $77,734 | $52,353+48.5% | $120,225-35.3% | $82,448-5.7% |
| Participation rate | 59.7% | 58.3%+1.4pp | 69.6%-9.9pp | 68.1%-8.4pp |
| Annual return | 14.07% | 61.85%-47.8pp | 439.23%-425.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,177 | $1,510-22.1% | $3,475-66.1% | $2,551-53.9% |
| Participant deferral / active EE | $2,852 | $2,627+8.6% | $3,999-28.7% | $4,139-31.1% |
| Admin fee / account holder | $2,593 | $4,363-40.6% | $5,696-54.5% | $7,234-64.2% |