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 | $680,212 | $177,572+283.1% | $154,803+339.4% | $142,382+377.7% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 2.44% | 65.07%-62.6pp | 58.88%-56.4pp | 217.08%-214.6pp |
| Employer contribution / active EE | $14,357 | $4,810+198.4% | $4,305+233.4% | $4,299+233.9% |
| Participant deferral / active EE | $8,688 | $6,272+38.5% | $5,540+56.8% | $6,507+33.5% |
| Admin fee / account holder | $6,810 | $16,786-59.4% | $14,329-52.5% | $12,624-46.1% |