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 | $250,106 | $51,638+384.3% | $68,368+265.8% | $82,448+203.4% |
| Participation rate | 11.1% | 63.6%-52.5pp | 73.8%-62.6pp | 68.1%-57.0pp |
| Annual return | 19.01% | 37.53%-18.5pp | 292.57%-273.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $386 | $2,047-81.2% | $2,649-85.4% | $2,551-84.9% |
| Participant deferral / active EE | $1,624 | $2,914-44.3% | $4,123-60.6% | $4,139-60.8% |
| Admin fee / account holder | $6,751 | $4,643+45.4% | $5,150+31.1% | $7,234-6.7% |