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 5-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 | $421,722 | $65,703+541.9% | $94,224+347.6% | $59,632+607.2% |
| Participation rate | 50.0% | 72.1%-22.1pp | 78.8%-28.8pp | 68.7%-18.7pp |
| Annual return | 21.37% | 5.22%+16.2pp | 10.68%+10.7pp | 2041.28%-2019.9pp |
| Employer contribution / active EE | $7,857 | $2,021+288.9% | $3,587+119.1% | $2,203+256.7% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $31,117 | $4,264+629.7% | $6,269+396.4% | $4,297+624.2% |