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 | $115,393 | $77,896+48.1% | $134,172-14.0% | $82,448+40.0% |
| Participation rate | 62.8% | 62.8%0pp | 72.5%-9.7pp | 68.1%-5.3pp |
| Annual return | 17.11% | 18.21%-1.1pp | 25.30%-8.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,233 | $2,159+3.4% | $3,420-34.7% | $2,551-12.5% |
| Participant deferral / active EE | $4,665 | $3,162+47.5% | $4,690-0.6% | $4,139+12.7% |
| Admin fee / account holder | $8,977 | $6,336+41.7% | $12,016-25.3% | $7,234+24.1% |