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 | $150,845 | $71,057+112.3% | $93,654+61.1% | $80,874+86.5% |
| Participation rate | 51.7% | 60.4%-8.7pp | 68.7%-17.0pp | 67.6%-16.0pp |
| Annual return | 10.65% | 11.26%-0.6pp | 133.34%-122.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,739 | $1,564+11.2% | $2,421-28.2% | $2,756-36.9% |
| Participant deferral / active EE | $4,382 | $4,034+8.6% | $4,413-0.7% | $4,297+2.0% |
| Admin fee / account holder | $6,908 | $6,944-0.5% | $8,282-16.6% | $6,935-0.4% |