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 | $216,217 | $108,825+98.7% | $156,181+38.4% | $82,448+162.2% |
| Participation rate | 22.9% | 72.4%-49.5pp | 78.8%-56.0pp | 68.1%-45.2pp |
| Annual return | 13.32% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,056 | $4,577-11.4% | $6,132-33.9% | $4,139-2.0% |
| Admin fee / account holder | $7,275 | $9,341-22.1% | $14,586-50.1% | $7,234+0.6% |