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 | $371,912 | $88,710+319.2% | $81,783+354.8% | $145,959+154.8% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 9.38% | 1027.26%-1017.9pp | 775.05%-765.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,083 | $4,645+9.4% | $4,320+17.7% | $6,689-24.0% |
| Admin fee / account holder | $1,612 | $8,407-80.8% | $7,380-78.2% | $13,398-88.0% |