See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,192 | $95,971+217.0% | $74,550+308.0% | $135,375+124.7% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -4.08% | 56.96%-61.0pp | 32.53%-36.6pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,820 | $2,716-33.0% | $1,961-7.2% | $4,779-61.9% |
| Participant deferral / active EE | $9,250 | $3,843+140.7% | $3,108+197.6% | $5,609+64.9% |
| Admin fee / account holder | $17,777 | $6,522+172.6% | $5,060+251.4% | $10,827+64.2% |