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 | $190,356 | $80,812+135.6% | $160,784+18.4% | $82,448+130.9% |
| Participation rate | 59.4% | 66.2%-6.9pp | 77.0%-17.6pp | 68.1%-8.7pp |
| Annual return | 14.80% | 100.59%-85.8pp | 1803.92%-1789.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,770 | $2,174+27.4% | $3,733-25.8% | $2,551+8.6% |
| Participant deferral / active EE | $5,453 | $4,335+25.8% | $6,293-13.3% | $4,139+31.7% |
| Admin fee / account holder | $11,575 | $7,695+50.4% | $9,717+19.1% | $7,234+60.0% |