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 | $63,843 | $72,071-11.4% | $68,368-6.6% | $137,256-53.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.86% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,510 | $2,788-45.8% | $2,649-43.0% | $4,156-63.7% |
| Participant deferral / active EE | $7,776 | $4,410+76.3% | $4,123+88.6% | $6,407+21.4% |
| Admin fee / account holder | $406 | $5,336-92.4% | $5,150-92.1% | $12,270-96.7% |