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.)
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 | $581,872 | $181,894+219.9% | $156,549+271.7% | $273,961+112.4% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 0.50% | 30.74%-30.2pp | 32.23%-31.7pp | 41.45%-40.9pp |
| Employer contribution / active EE | $70,000 | $6,248+1020.4% | $5,501+1172.5% | $4,869+1337.8% |
| Participant deferral / active EE | $48,000 | $5,550+764.9% | $4,871+885.4% | $5,287+807.9% |
| Admin fee / account holder | $27,658 | $15,559+77.8% | $13,027+112.3% | $10,132+173.0% |