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 3-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 | $21,280 | $210,698-89.9% | $178,014-88.0% | $145,959-85.4% |
| Participation rate | 47.8% | 80.8%-32.9pp | 77.1%-29.3pp | 80.3%-32.5pp |
| Annual return | 16.42% | 386.27%-369.9pp | 294.80%-278.4pp | 561.95%-545.5pp |
| Employer contribution / active EE | $1,724 | $4,567-62.2% | $3,950-56.4% | $4,661-63.0% |
| Participant deferral / active EE | $2,999 | $6,958-56.9% | $6,276-52.2% | $6,689-55.2% |
| Admin fee / account holder | $571 | $12,016-95.2% | $10,362-94.5% | $13,398-95.7% |