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 7-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 | $280,252 | $150,197+86.6% | $120,368+132.8% | $145,959+92.0% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 13.07% | 154.26%-141.2pp | 107.26%-94.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $3,450 | $4,350-20.7% | $3,465-0.4% | $4,661-26.0% |
| Participant deferral / active EE | $10,167 | $6,174+64.7% | $4,991+103.7% | $6,689+52.0% |
| Admin fee / account holder | $13,107 | $12,216+7.3% | $9,429+39.0% | $13,398-2.2% |