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.
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 | $770,265 | $118,919+547.7% | $88,538+770.0% | $152,861+403.9% |
| Participation rate | 66.7% | 73.4%-6.7pp | 68.7%-2.1pp | 82.4%-15.8pp |
| Annual return | 27.72% | 47.92%-20.2pp | 43.64%-15.9pp | 345.32%-317.6pp |
| Employer contribution / active EE | $473 | $2,669-82.3% | $2,098-77.5% | $4,762-90.1% |
| Participant deferral / active EE | $707 | $3,549-80.1% | $2,914-75.7% | $5,850-87.9% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |