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 | $301,293 | $172,111+75.1% | $150,298+100.5% | $137,256+119.5% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 17.32% | 69.37%-52.0pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $327 | $4,636-93.0% | $4,154-92.1% | $4,156-92.1% |
| Participant deferral / active EE | $8,493 | $6,166+37.8% | $5,453+55.8% | $6,407+32.6% |
| Admin fee / account holder | $2,170 | $16,471-86.8% | $14,116-84.6% | $12,270-82.3% |