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 | $484,885 | $209,411+131.5% | $178,490+171.7% | $158,922+205.1% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 10.50% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $12,524 | $5,706+119.5% | $5,011+149.9% | $4,761+163.0% |
| Participant deferral / active EE | $13,788 | $5,954+131.6% | $5,202+165.1% | $5,982+130.5% |
| Admin fee / account holder | $23,339 | $17,074+36.7% | $13,984+66.9% | $11,246+107.5% |