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 | $470,399 | $167,307+181.2% | $143,757+227.2% | $134,475+249.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -27.43% | 0.46%-27.9pp | -0.04%-27.4pp | 417.96%-445.4pp |
| Employer contribution / active EE | $12,681 | $5,619+125.7% | $4,951+156.1% | $4,740+167.6% |
| Participant deferral / active EE | $6,063 | $6,446-5.9% | $5,637+7.6% | $6,400-5.3% |
| Admin fee / account holder | $262,611 | $18,088+1351.8% | $14,673+1689.8% | $11,426+2198.4% |