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 | $260,882 | $172,111+51.6% | $150,298+73.6% | $137,256+90.1% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 5.97% | 69.37%-63.4pp | 62.79%-56.8pp | 220.34%-214.4pp |
| Employer contribution / active EE | $1,465 | $4,636-68.4% | $4,154-64.7% | $4,156-64.8% |
| Participant deferral / active EE | $2,065 | $6,166-66.5% | $5,453-62.1% | $6,407-67.8% |
| Admin fee / account holder | $13,182 | $16,471-20.0% | $14,116-6.6% | $12,270+7.4% |