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 9-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 | $334,714 | $87,166+284.0% | $76,735+336.2% | $137,256+143.9% |
| Participation rate | 65.2% | 74.4%-9.1pp | 69.5%-4.3pp | 80.0%-14.7pp |
| Annual return | 12.64% | 26.50%-13.9pp | 29.77%-17.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,552 | $2,904+22.3% | $2,454+44.7% | $4,156-14.5% |
| Participant deferral / active EE | $7,948 | $4,726+68.2% | $4,088+94.4% | $6,407+24.1% |
| Admin fee / account holder | $9,754 | $8,403+16.1% | $7,189+35.7% | $12,270-20.5% |