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 | $117,002 | $88,360+32.4% | $145,433-19.5% | $67,986+72.1% |
| Participation rate | 66.7% | 65.5%+1.2pp | 82.1%-15.5pp | 57.2%+9.5pp |
| Annual return | 21.42% | 63.15%-41.7pp | 66.58%-45.2pp | 31.67%-10.2pp |
| Employer contribution / active EE | $1,985 | $3,054-35.0% | $4,554-56.4% | $2,019-1.7% |
| Participant deferral / active EE | $5,822 | $5,932-1.8% | $7,897-26.3% | $3,358+73.4% |
| Admin fee / account holder | $3,269 | $3,313-1.3% | $13,129-75.1% | $3,203+2.1% |