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 | $468,110 | $180,749+159.0% | $160,784+191.1% | $137,256+241.0% |
| Participation rate | 61.5% | 80.0%-18.4pp | 77.0%-15.4pp | 80.0%-18.4pp |
| Annual return | 17.35% | 2234.46%-2217.1pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,233 | $6,844+181.0% | $6,293+205.6% | $6,407+200.2% |
| Admin fee / account holder | $54,911 | $10,397+428.2% | $9,717+465.1% | $12,270+347.5% |