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 7-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 | $25,839 | $45,035-42.6% | $62,995-59.0% | $70,131-63.2% |
| Participation rate | 43.2% | 69.5%-26.3pp | 74.8%-31.6pp | 69.5%-26.4pp |
| Annual return | 22.41% | 18.76%+3.7pp | 87.57%-65.2pp | 73.14%-50.7pp |
| Employer contribution / active EE | $320 | $2,051-84.4% | $2,759-88.4% | $2,342-86.3% |
| Participant deferral / active EE | $773 | $2,465-68.6% | $3,329-76.8% | $3,332-76.8% |
| Admin fee / account holder | $762 | $2,834-73.1% | $3,600-78.8% | $4,645-83.6% |