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 | $85,887 | $111,814-23.2% | $103,374-16.9% | $145,959-41.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 11.76% | 24.77%-13.0pp | 24.89%-13.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $3,300 | $4,214-21.7% | $3,869-14.7% | $4,661-29.2% |
| Participant deferral / active EE | $10,700 | $5,618+90.5% | $5,058+111.6% | $6,689+60.0% |
| Admin fee / account holder | $912 | $9,754-90.7% | $8,394-89.1% | $13,398-93.2% |