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 | $250,033 | $108,825+129.8% | $156,181+60.1% | $82,448+203.3% |
| Participation rate | 48.4% | 72.4%-24.0pp | 78.8%-30.4pp | 68.1%-19.7pp |
| Annual return | 16.39% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,054 | $2,870-28.4% | $4,294-52.2% | $2,551-19.5% |
| Participant deferral / active EE | $7,630 | $4,577+66.7% | $6,132+24.4% | $4,139+84.3% |
| Admin fee / account holder | $7,768 | $9,341-16.8% | $14,586-46.7% | $7,234+7.4% |