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 | $276,135 | $108,825+153.7% | $156,181+76.8% | $82,448+234.9% |
| Participation rate | 69.0% | 72.4%-3.3pp | 78.8%-9.8pp | 68.1%+1.0pp |
| Annual return | 16.67% | 20.59%-3.9pp | 64.87%-48.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $3,328 | $2,870+16.0% | $4,294-22.5% | $2,551+30.5% |
| Participant deferral / active EE | $5,673 | $4,577+23.9% | $6,132-7.5% | $4,139+37.1% |
| Admin fee / account holder | $38,449 | $9,341+311.6% | $14,586+163.6% | $7,234+431.5% |