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.
Participant 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 | $291,134 | $102,245+184.7% | $89,340+225.9% | $137,256+112.1% |
| Participation rate | 14.3% | 74.9%-60.6pp | 69.6%-55.3pp | 80.0%-65.7pp |
| Annual return | 13.92% | 21.89%-8.0pp | 20.57%-6.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $157 | $2,529-93.8% | $2,231-93.0% | $4,156-96.2% |
| Participant deferral / active EE | $157 | $4,436-96.5% | $3,823-95.9% | $6,407-97.6% |
| Admin fee / account holder | $2,578 | $8,085-68.1% | $6,704-61.5% | $12,270-79.0% |