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 | $294,717 | $87,166+238.1% | $76,735+284.1% | $137,256+114.7% |
| Participation rate | 33.3% | 74.4%-41.0pp | 69.5%-36.2pp | 80.0%-46.6pp |
| Annual return | 2.99% | 26.50%-23.5pp | 29.77%-26.8pp | 220.34%-217.4pp |
| Employer contribution / active EE | $1,914 | $2,904-34.1% | $2,454-22.0% | $4,156-53.9% |
| Participant deferral / active EE | $1,309 | $4,726-72.3% | $4,088-68.0% | $6,407-79.6% |
| Admin fee / account holder | $2,104 | $8,403-75.0% | $7,189-70.7% | $12,270-82.9% |