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.)
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 | $4,335,590 | $189,613+2186.5% | $167,512+2488.2% | $142,382+2945.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 9.10% | 2024.68%-2015.6pp | 1615.79%-1606.7pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,012 | $4,349-76.7% | $3,882-73.9% | $4,299-76.5% |
| Participant deferral / active EE | $1,012 | $6,981-85.5% | $6,405-84.2% | $6,507-84.4% |
| Admin fee / account holder | $278,275 | $10,528+2543.1% | $9,769+2748.6% | $12,624+2104.4% |