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.
Employer 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 are in the bottom quintile of the peer cohort - savings-rate / match 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,492,722 | $426,113+250.3% | $289,028+416.5% | $357,791+317.2% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | 12.91% | 260.96%-248.1pp | 243.94%-231.0pp | 396.79%-383.9pp |
| Employer contribution / active EE | $30,340 | $8,831+243.6% | $6,326+379.6% | $7,508+304.1% |
| Participant deferral / active EE | $0 | $6,238-100.0% | $4,804-100.0% | $5,521-100.0% |
| Admin fee / account holder | $206,067 | $18,206+1031.9% | $14,050+1366.6% | $28,387+625.9% |