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 | $589,765 | $154,228+282.4% | $145,433+305.5% | $137,256+329.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 12.78% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $5,443 | $4,804+13.3% | $4,554+19.5% | $4,156+31.0% |
| Participant deferral / active EE | $11,088 | $8,216+34.9% | $7,897+40.4% | $6,407+73.1% |
| Admin fee / account holder | $5,206 | $14,344-63.7% | $13,129-60.3% | $12,270-57.6% |