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 8-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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,665,807 | $93,571+4886.4% | $135,903+3333.2% | $75,163+6107.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | -3.38% | 30.90%-34.3pp | 68.23%-71.6pp | 160.62%-164.0pp |
| Employer contribution / active EE | $8,119 | $3,537+129.6% | $4,856+67.2% | $2,670+204.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $125,909 | $6,975+1705.0% | $10,762+1069.9% | $5,651+2128.1% |