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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $378,618 | $209,336+80.9% | $197,124+92.1% | $137,256+175.8% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 18.87% | 48.09%-29.2pp | 44.34%-25.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $288 | $6,591-95.6% | $6,227-95.4% | $4,156-93.1% |
| Participant deferral / active EE | $5,961 | $9,614-38.0% | $9,135-34.7% | $6,407-7.0% |
| Admin fee / account holder | $3,507 | $17,308-79.7% | $16,298-78.5% | $12,270-71.4% |