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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,146 | $149,040+123.5% | $120,225+177.1% | $137,256+142.7% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 13.12% | 605.68%-592.6pp | 439.23%-426.1pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,907 | $4,350+12.8% | $3,475+41.2% | $4,156+18.1% |
| Participant deferral / active EE | $7,422 | $4,655+59.4% | $3,999+85.6% | $6,407+15.8% |
| Admin fee / account holder | $96,451 | $6,348+1419.5% | $5,696+1593.2% | $12,270+686.1% |