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 9-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 | $62,957 | $71,057-11.4% | $93,654-32.8% | $80,874-22.2% |
| Participation rate | 32.5% | 60.4%-27.9pp | 68.7%-36.2pp | 67.6%-35.1pp |
| Annual return | 11.14% | 11.26%-0.1pp | 133.34%-122.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $615 | $1,564-60.7% | $2,421-74.6% | $2,756-77.7% |
| Participant deferral / active EE | $2,023 | $4,034-49.9% | $4,413-54.2% | $4,297-52.9% |
| Admin fee / account holder | $10,993 | $6,944+58.3% | $8,282+32.7% | $6,935+58.5% |