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 | $18,589 | $111,814-83.4% | $93,654-80.2% | $145,959-87.3% |
| Participation rate | 46.2% | 74.2%-28.1pp | 68.7%-22.6pp | 80.3%-34.1pp |
| Annual return | 13.39% | 203.30%-189.9pp | 133.34%-120.0pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,188 | $3,092-61.6% | $2,421-50.9% | $4,661-74.5% |
| Participant deferral / active EE | $2,504 | $4,914-49.0% | $4,413-43.3% | $6,689-62.6% |
| Admin fee / account holder | $381 | $10,246-96.3% | $8,282-95.4% | $13,398-97.2% |