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 | $148,524 | $112,096+32.5% | $95,952+54.8% | $158,922-6.5% |
| Participation rate | 64.7% | 79.0%-14.3pp | 77.1%-12.4pp | 82.0%-17.3pp |
| Annual return | 14.20% | 171.09%-156.9pp | 91.61%-77.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $491 | $3,198-84.6% | $2,541-80.7% | $4,761-89.7% |
| Participant deferral / active EE | $6,259 | $4,784+30.8% | $4,167+50.2% | $5,982+4.6% |
| Admin fee / account holder | $1,702 | $10,130-83.2% | $6,795-74.9% | $11,246-84.9% |