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 | $2,035,411 | $183,519+1009.1% | $155,509+1208.9% | $145,922+1294.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 58.45% | 61.17%-2.7pp | 64.67%-6.2pp | 561.29%-502.8pp |
| Employer contribution / active EE | $20,808 | $5,313+291.7% | $4,672+345.3% | $4,660+346.6% |
| Participant deferral / active EE | $20,333 | $6,462+214.6% | $5,626+261.4% | $6,688+204.0% |
| Admin fee / account holder | $16,953 | $19,313-12.2% | $15,912+6.5% | $13,397+26.5% |