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 4-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,447,347 | $152,587+848.5% | $125,175+1056.3% | $152,861+846.8% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | -1.80% | 54.84%-56.6pp | 43.79%-45.6pp | 345.32%-347.1pp |
| Employer contribution / active EE | $36,600 | $4,946+639.9% | $3,865+846.9% | $4,762+668.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $811,765 | $13,434+5942.5% | $9,702+8266.9% | $11,596+6900.1% |