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 | $34,518 | $76,785-55.0% | $56,441-38.8% | $145,959-76.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 9.67% | 3000.51%-2990.8pp | 1704.21%-1694.5pp | 561.95%-552.3pp |
| Employer contribution / active EE | $769 | $1,381-44.3% | $1,039-26.0% | $4,661-83.5% |
| Participant deferral / active EE | $986 | $2,624-62.4% | $1,953-49.5% | $6,689-85.3% |
| Admin fee / account holder | $3,532 | $3,334+5.9% | $2,829+24.9% | $13,398-73.6% |