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.)
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 | $371,368 | $111,535+233.0% | $105,223+252.9% | $137,256+170.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 11.30% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,481 | $3,939-62.4% | $3,689-59.9% | $4,156-64.4% |
| Participant deferral / active EE | $5,622 | $5,500+2.2% | $5,072+10.8% | $6,407-12.3% |
| Admin fee / account holder | $387 | $9,721-96.0% | $8,859-95.6% | $12,270-96.8% |