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 | $234,426 | $124,425+88.4% | $112,040+109.2% | $137,256+70.8% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 11.58% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $6,054 | $3,411+77.5% | $2,954+104.9% | $4,156+45.7% |
| Participant deferral / active EE | $13,231 | $5,718+131.4% | $5,098+159.5% | $6,407+106.5% |
| Admin fee / account holder | $5,530 | $15,207-63.6% | $12,098-54.3% | $12,270-54.9% |