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.
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 | $94,068 | $76,552+22.9% | $123,892-24.1% | $62,891+49.6% |
| Participation rate | 25.9% | 73.0%-47.1pp | 81.4%-55.5pp | 69.3%-43.4pp |
| Annual return | -8.50% | 18.68%-27.2pp | 47.52%-56.0pp | 20.14%-28.6pp |
| Employer contribution / active EE | $10,163 | $2,883+252.6% | $4,617+120.1% | $2,281+345.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,906 | $4,826+84.6% | $8,357+6.6% | $4,296+107.3% |