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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,377 | $87,166+323.8% | $76,735+381.4% | $137,256+169.1% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 15.77% | 26.50%-10.7pp | 29.77%-14.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,448 | $2,904-50.2% | $2,454-41.0% | $4,156-65.2% |
| Participant deferral / active EE | $7,603 | $4,726+60.9% | $4,088+86.0% | $6,407+18.7% |
| Admin fee / account holder | $7,038 | $8,403-16.2% | $7,189-2.1% | $12,270-42.6% |