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 | $4,227,038 | $210,648+1906.7% | $177,989+2274.9% | $145,922+2796.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.37% | 385.86%-373.5pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $890 | $4,565-80.5% | $3,949-77.5% | $4,660-80.9% |
| Participant deferral / active EE | $890 | $6,958-87.2% | $6,276-85.8% | $6,688-86.7% |
| Admin fee / account holder | $153,600 | $12,013+1178.6% | $10,363+1382.2% | $13,397+1046.5% |