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 9-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 | $522,688 | $209,411+149.6% | $178,490+192.8% | $158,922+228.9% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 10.59% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.2pp |
| Employer contribution / active EE | $9,073 | $5,706+59.0% | $5,011+81.1% | $4,761+90.6% |
| Participant deferral / active EE | $10,154 | $5,954+70.5% | $5,202+95.2% | $5,982+69.7% |
| Admin fee / account holder | $13,674 | $17,074-19.9% | $13,984-2.2% | $11,246+21.6% |