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 | $383,104 | $81,446+370.4% | $103,374+270.6% | $80,874+373.7% |
| Participation rate | 68.2% | 66.9%+1.3pp | 74.5%-6.3pp | 67.6%+0.5pp |
| Annual return | 25.90% | 25.57%+0.3pp | 24.89%+1.0pp | 35.62%-9.7pp |
| Employer contribution / active EE | $3,255 | $3,107+4.8% | $3,869-15.9% | $2,756+18.1% |
| Participant deferral / active EE | $8,402 | $3,870+117.1% | $5,058+66.1% | $4,297+95.5% |
| Admin fee / account holder | $31,398 | $6,715+367.6% | $8,394+274.0% | $6,935+352.7% |