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.
Employer 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.)
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 | $24,262 | $58,828-58.8% | $77,999-68.9% | $62,891-61.4% |
| Participation rate | 60.0% | 71.1%-11.1pp | 75.5%-15.5pp | 69.3%-9.3pp |
| Annual return | 9.60% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $129 | $1,672-92.3% | $2,470-94.8% | $2,281-94.4% |
| Participant deferral / active EE | $2,460 | $2,686-8.4% | $3,497-29.6% | $3,203-23.2% |
| Admin fee / account holder | $301 | $4,393-93.1% | $5,480-94.5% | $4,296-93.0% |