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 | $129,794 | $58,627+121.4% | $76,735+69.1% | $82,448+57.4% |
| Participation rate | 50.7% | 63.2%-12.5pp | 69.5%-18.8pp | 68.1%-17.4pp |
| Annual return | 15.79% | 39.10%-23.3pp | 29.77%-14.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,285 | $1,729-25.7% | $2,454-47.7% | $2,551-49.6% |
| Participant deferral / active EE | $4,371 | $3,134+39.5% | $4,088+6.9% | $4,139+5.6% |
| Admin fee / account holder | $3,184 | $5,323-40.2% | $7,189-55.7% | $7,234-56.0% |