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.
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 | $1,497,071 | $812,020+84.4% | $689,286+117.2% | $350,135+327.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 74.3%-24.3pp | 79.0%-29.0pp |
| Annual return | 5.40% | 12.53%-7.1pp | 12.52%-7.1pp | 11.86%-6.5pp |
| Employer contribution / active EE | $10,484 | $18,679-43.9% | $16,865-37.8% | $12,925-18.9% |
| Participant deferral / active EE | $0 | $1,219-100.0% | $1,207-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $14,679-100.0% | $12,748-100.0% | $23,717-100.0% |