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.)
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 | $301,541 | $152,587+97.6% | $125,175+140.9% | $152,861+97.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 31.34% | 54.84%-23.5pp | 43.79%-12.4pp | 345.32%-314.0pp |
| Employer contribution / active EE | $1,135 | $4,946-77.1% | $3,865-70.6% | $4,762-76.2% |
| Participant deferral / active EE | $6,250 | $5,868+6.5% | $4,937+26.6% | $5,850+6.8% |
| Admin fee / account holder | $2,363 | $13,434-82.4% | $9,702-75.6% | $11,596-79.6% |