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 | $102,625 | $181,894-43.6% | $156,549-34.4% | $273,961-62.5% |
| Participation rate | 63.2% | 88.4%-25.2pp | 84.0%-20.9pp | 83.0%-19.9pp |
| Annual return | 8.28% | 30.74%-22.5pp | 32.23%-23.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $381 | $6,248-93.9% | $5,501-93.1% | $4,869-92.2% |
| Participant deferral / active EE | $2,997 | $5,550-46.0% | $4,871-38.5% | $5,287-43.3% |
| Admin fee / account holder | $497 | $15,559-96.8% | $13,027-96.2% | $10,132-95.1% |