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 | $21,975 | $97,125-77.4% | $86,233-74.5% | $137,256-84.0% |
| Participation rate | 41.7% | 74.2%-32.5pp | 69.0%-27.4pp | 80.0%-38.3pp |
| Annual return | 16.74% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $848 | $2,841-70.1% | $2,504-66.1% | $4,156-79.6% |
| Participant deferral / active EE | $1,727 | $5,180-66.7% | $4,559-62.1% | $6,407-73.0% |
| Admin fee / account holder | $694 | $9,725-92.9% | $8,342-91.7% | $12,270-94.3% |