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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $585,303 | $738,296-20.7% | $731,371-20.0% | $478,521+22.3% |
| Participation rate | 60.0% | 88.1%-28.1pp | 88.3%-28.3pp | 89.3%-29.3pp |
| Annual return | -1.76% | 476.14%-477.9pp | 451.29%-453.1pp | 101.52%-103.3pp |
| Employer contribution / active EE | $15,615 | $27,265-42.7% | $26,883-41.9% | $22,406-30.3% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $5,194-100.0% | $7,699-100.0% |
| Admin fee / account holder | $17,471 | $17,157+1.8% | $17,684-1.2% | $12,578+38.9% |