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 | $383,848 | $111,535+244.2% | $105,223+264.8% | $137,256+179.7% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 15.01% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $754 | $3,939-80.9% | $3,689-79.6% | $4,156-81.9% |
| Participant deferral / active EE | $4,700 | $5,500-14.5% | $5,072-7.3% | $6,407-26.6% |
| Admin fee / account holder | $3,102 | $9,721-68.1% | $8,859-65.0% | $12,270-74.7% |