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 7-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 | $295,873 | $172,111+71.9% | $150,298+96.9% | $137,256+115.6% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 8.58% | 69.37%-60.8pp | 62.79%-54.2pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,624 | $4,636-65.0% | $4,154-60.9% | $4,156-60.9% |
| Participant deferral / active EE | $5,167 | $6,166-16.2% | $5,453-5.2% | $6,407-19.4% |
| Admin fee / account holder | $1,840 | $16,471-88.8% | $14,116-87.0% | $12,270-85.0% |