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 4-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 | $52,073 | $112,729-53.8% | $98,716-47.2% | $137,256-62.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 17.94% | 38.48%-20.5pp | 31.81%-13.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,056 | $2,725-61.2% | $2,279-53.6% | $4,156-74.6% |
| Participant deferral / active EE | $4,835 | $4,640+4.2% | $4,048+19.5% | $6,407-24.5% |
| Admin fee / account holder | $6,372 | $10,129-37.1% | $8,703-26.8% | $12,270-48.1% |