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 5-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 | $51,333 | $73,787-30.4% | $98,716-48.0% | $82,448-37.7% |
| Participation rate | 42.4% | 61.4%-19.0pp | 69.3%-26.9pp | 68.1%-25.6pp |
| Annual return | 18.26% | 18.57%-0.3pp | 31.81%-13.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,076 | $3,081+64.7% | $4,048+25.4% | $4,139+22.6% |
| Admin fee / account holder | $4,906 | $6,500-24.5% | $8,703-43.6% | $7,234-32.2% |