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 5-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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,925 | $148,534-67.1% | $135,903-64.0% | $139,434-64.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | -20.28% | 79.19%-99.5pp | 68.23%-88.5pp | 372.94%-393.2pp |
| Employer contribution / active EE | $1,270 | $5,243-75.8% | $4,856-73.8% | $4,751-73.3% |
| Participant deferral / active EE | $1,494 | $8,100-81.6% | $7,758-80.7% | $6,710-77.7% |
| Admin fee / account holder | $982 | $12,400-92.1% | $10,762-90.9% | $11,403-91.4% |