Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
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 | $289,147+417.8% | $398,943+275.3% | $289,147+417.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 68.8%-18.8pp | 80.8%-30.8pp |
| Annual return | 5.40% | 12.61%-7.2pp | 12.10%-6.7pp | 12.61%-7.2pp |
| Employer contribution / active EE | $10,484 | $13,617-23.0% | $17,661-40.6% | $13,617-23.0% |
| Participant deferral / active EE | $0 | $5,372-100.0% | $1,610-100.0% | $5,372-100.0% |
| Admin fee / account holder | $0 | $23,026-100.0% | $1,706-100.0% | $23,026-100.0% |