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 | $800,708 | $109,817+629.1% | $98,442+713.4% | $167,490+378.1% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 14.63% | 1956.69%-1942.1pp | 1492.73%-1478.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $4,437 | $3,224+37.6% | $2,960+49.9% | $4,837-8.3% |
| Participant deferral / active EE | $2,550 | $4,673-45.4% | $4,276-40.4% | $6,341-59.8% |
| Admin fee / account holder | $51,256 | $6,753+659.1% | $5,949+761.6% | $12,309+316.4% |