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 | $532,970 | $112,729+372.8% | $98,716+439.9% | $137,256+288.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 12.40% | 38.48%-26.1pp | 31.81%-19.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $11,506 | $2,725+322.2% | $2,279+405.0% | $4,156+176.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,199 | $10,129-48.7% | $8,703-40.3% | $12,270-57.6% |