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 | $328,825 | $101,763+223.1% | $164,866+99.5% | $80,874+306.6% |
| Participation rate | 47.4% | 71.8%-24.5pp | 78.6%-31.2pp | 67.6%-20.3pp |
| Annual return | 9.69% | 16.73%-7.0pp | 69.97%-60.3pp | 35.62%-25.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,026 | $4,477+56.9% | $6,033+16.5% | $4,297+63.5% |
| Admin fee / account holder | $179,020 | $8,228+2075.7% | $12,689+1310.8% | $6,935+2481.3% |