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 | $1,160,939 | $157,256+638.2% | $141,162+722.4% | $152,861+659.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 11.94% | 64.32%-52.4pp | 71.39%-59.5pp | 345.32%-333.4pp |
| Employer contribution / active EE | $14,254 | $5,261+170.9% | $4,735+201.0% | $4,762+199.3% |
| Participant deferral / active EE | $13,100 | $7,109+84.3% | $6,709+95.3% | $5,850+123.9% |
| Admin fee / account holder | $25,369 | $12,120+109.3% | $10,261+147.2% | $11,596+118.8% |