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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $320,033 | $83,369+283.9% | $105,223+204.1% | $67,986+370.7% |
| Participation rate | 19.0% | 56.3%-37.3pp | 75.0%-56.0pp | 57.2%-38.2pp |
| Annual return | 15.18% | 24.64%-9.5pp | 180.65%-165.5pp | 31.67%-16.5pp |
| Employer contribution / active EE | $530 | $2,541-79.1% | $3,689-85.6% | $2,019-73.7% |
| Participant deferral / active EE | $2,033 | $3,295-38.3% | $5,072-59.9% | $3,358-39.4% |
| Admin fee / account holder | $8,923 | $4,073+119.1% | $8,859+0.7% | $3,203+178.6% |