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 | $791,736 | $202,432+291.1% | $169,368+367.5% | $139,434+467.8% |
| Participation rate | 69.2% | 81.1%-11.8pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 15.98% | 531.74%-515.8pp | 405.60%-389.6pp | 372.94%-357.0pp |
| Employer contribution / active EE | $12,551 | $4,692+167.5% | $4,013+212.8% | $4,751+164.2% |
| Participant deferral / active EE | $399 | $6,938-94.2% | $6,221-93.6% | $6,710-94.0% |
| Admin fee / account holder | $45,133 | $10,708+321.5% | $9,003+401.3% | $11,403+295.8% |