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 | $466,433 | $209,411+122.7% | $178,490+161.3% | $158,922+193.5% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -4.34% | 188.75%-193.1pp | 151.07%-155.4pp | 302.83%-307.2pp |
| Employer contribution / active EE | $7,758 | $5,706+36.0% | $5,011+54.8% | $4,761+62.9% |
| Participant deferral / active EE | $10,293 | $5,954+72.9% | $5,202+97.9% | $5,982+72.1% |
| Admin fee / account holder | $4,017 | $17,074-76.5% | $13,984-71.3% | $11,246-64.3% |