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 | $405,123 | $45,312+794.1% | $86,233+369.8% | $67,986+495.9% |
| Participation rate | 16.7% | 42.4%-25.8pp | 69.0%-52.4pp | 57.2%-40.5pp |
| Annual return | 16.37% | 24.79%-8.4pp | 61.39%-45.0pp | 31.67%-15.3pp |
| Employer contribution / active EE | $770 | $1,160-33.6% | $2,504-69.2% | $2,019-61.8% |
| Participant deferral / active EE | $2,024 | $2,185-7.4% | $4,559-55.6% | $3,358-39.7% |
| Admin fee / account holder | $2,224 | $3,295-32.5% | $8,342-73.3% | $3,203-30.6% |