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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $562,542 | $132,634+324.1% | $115,768+385.9% | $137,256+309.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 8.89% | 160.70%-151.8pp | 100.46%-91.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $16,432 | $3,360+389.1% | $2,940+459.0% | $4,156+295.4% |
| Participant deferral / active EE | $19,327 | $5,619+244.0% | $4,917+293.1% | $6,407+201.7% |
| Admin fee / account holder | $2,788 | $15,028-81.4% | $12,439-77.6% | $12,270-77.3% |