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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,701 | $71,050-34.3% | $93,606-50.1% | $80,856-42.2% |
| Participation rate | 66.0% | 60.4%+5.6pp | 68.7%-2.7pp | 67.6%-1.6pp |
| Annual return | 8.48% | 11.26%-2.8pp | 133.20%-124.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $833 | $1,564-46.7% | $2,420-65.6% | $2,755-69.8% |
| Participant deferral / active EE | $1,727 | $4,034-57.2% | $4,411-60.8% | $4,296-59.8% |
| Admin fee / account holder | $42,231 | $6,945+508.1% | $8,285+409.7% | $6,918+510.5% |