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 | $88,716 | $45,312+95.8% | $86,233+2.9% | $67,986+30.5% |
| Participation rate | 41.0% | 42.4%-1.4pp | 69.0%-28.0pp | 57.2%-16.2pp |
| Annual return | 16.42% | 24.79%-8.4pp | 61.39%-45.0pp | 31.67%-15.2pp |
| Employer contribution / active EE | $1,184 | $1,160+2.1% | $2,504-52.7% | $2,019-41.3% |
| Participant deferral / active EE | $2,163 | $2,185-1.0% | $4,559-52.6% | $3,358-35.6% |
| Admin fee / account holder | $4,296 | $3,295+30.4% | $8,342-48.5% | $3,203+34.1% |