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 | $114,161 | $106,749+6.9% | $145,433-21.5% | $82,448+38.5% |
| Participation rate | 62.1% | 75.6%-13.5pp | 82.1%-20.0pp | 68.1%-5.9pp |
| Annual return | 15.59% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,073 | $3,444-68.8% | $4,554-76.4% | $2,551-57.9% |
| Participant deferral / active EE | $6,178 | $6,519-5.2% | $7,897-21.8% | $4,139+49.3% |
| Admin fee / account holder | $4,948 | $8,390-41.0% | $13,129-62.3% | $7,234-31.6% |