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 | $464,984 | $101,763+356.9% | $164,866+182.0% | $80,874+474.9% |
| Participation rate | 21.2% | 71.8%-50.6pp | 78.6%-57.4pp | 67.6%-46.4pp |
| Annual return | 12.33% | 16.73%-4.4pp | 69.97%-57.6pp | 35.62%-23.3pp |
| Employer contribution / active EE | $2,370 | $2,954-19.8% | $4,343-45.4% | $2,756-14.0% |
| Participant deferral / active EE | $3,848 | $4,477-14.0% | $6,033-36.2% | $4,297-10.5% |
| Admin fee / account holder | $319,896 | $8,228+3787.8% | $12,689+2421.0% | $6,935+4512.6% |