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 | $447,813 | $112,729+297.2% | $98,716+353.6% | $137,256+226.3% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 8.95% | 38.48%-29.5pp | 31.81%-22.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,566 | $2,725-5.8% | $2,279+12.6% | $4,156-38.3% |
| Participant deferral / active EE | $6,018 | $4,640+29.7% | $4,048+48.7% | $6,407-6.1% |
| Admin fee / account holder | $25,203 | $10,129+148.8% | $8,703+189.6% | $12,270+105.4% |