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 | $82,109 | $65,904+24.6% | $160,784-48.9% | $79,634+3.1% |
| Participation rate | 31.4% | 56.2%-24.8pp | 77.0%-45.5pp | 62.5%-31.1pp |
| Annual return | 22.95% | 20.16%+2.8pp | 1803.92%-1781.0pp | 36.46%-13.5pp |
| Employer contribution / active EE | $697 | $1,805-61.4% | $3,733-81.3% | $2,529-72.4% |
| Participant deferral / active EE | $1,885 | $3,692-49.0% | $6,293-70.0% | $3,835-50.8% |
| Admin fee / account holder | $5,263 | $965+445.2% | $9,717-45.8% | $1,002+425.3% |