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 | $877,022 | $209,411+318.8% | $178,490+391.4% | $158,922+451.9% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.95% | 188.75%-182.8pp | 151.07%-145.1pp | 302.83%-296.9pp |
| Employer contribution / active EE | $16,858 | $5,706+195.4% | $5,011+236.5% | $4,761+254.1% |
| Participant deferral / active EE | $10,543 | $5,954+77.1% | $5,202+102.7% | $5,982+76.2% |
| Admin fee / account holder | $86,499 | $17,074+406.6% | $13,984+518.6% | $11,246+669.2% |