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 | $162,308 | $124,319+30.6% | $111,297+45.8% | $167,490-3.1% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 13.71% | 37.44%-23.7pp | 54.65%-40.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $412 | $3,435-88.0% | $2,731-84.9% | $4,837-91.5% |
| Participant deferral / active EE | $6,495 | $5,180+25.4% | $4,487+44.7% | $6,341+2.4% |
| Admin fee / account holder | $4,961 | $10,618-53.3% | $7,964-37.7% | $12,309-59.7% |