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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,208 | $154,228+162.1% | $145,433+177.9% | $137,256+194.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 5.24% | 74.59%-69.3pp | 66.58%-61.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $4,826 | $4,804+0.5% | $4,554+6.0% | $4,156+16.1% |
| Participant deferral / active EE | $22,441 | $8,216+173.1% | $7,897+184.2% | $6,407+250.3% |
| Admin fee / account holder | $20,615 | $14,344+43.7% | $13,129+57.0% | $12,270+68.0% |