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 | $54,015 | $178,174-69.7% | $156,181-65.4% | $137,256-60.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 11.57% | 84.19%-72.6pp | 64.87%-53.3pp | 220.34%-208.8pp |
| Employer contribution / active EE | $11,353 | $4,972+128.3% | $4,294+164.4% | $4,156+173.2% |
| Participant deferral / active EE | $22,640 | $6,888+228.7% | $6,132+269.2% | $6,407+253.4% |
| Admin fee / account holder | $28,831 | $17,404+65.7% | $14,586+97.7% | $12,270+135.0% |