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 9-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 | $581,245 | $87,540+564.0% | $75,781+667.0% | $125,391+363.5% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -6.95% | 13.48%-20.4pp | 9.68%-16.6pp | 282.22%-289.2pp |
| Employer contribution / active EE | $1,350 | $3,930-65.6% | $3,323-59.4% | $4,866-72.3% |
| Participant deferral / active EE | $1,350 | $4,229-68.1% | $3,651-63.0% | $5,352-74.8% |
| Admin fee / account holder | $30,568 | $6,502+370.1% | $5,299+476.8% | $9,540+220.4% |