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.
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 | $223,957 | $135,635+65.1% | $110,238+103.2% | $135,375+65.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -20.81% | 513.19%-534.0pp | 314.74%-335.5pp | 519.73%-540.5pp |
| Employer contribution / active EE | $2,028 | $4,906-58.7% | $3,826-47.0% | $4,779-57.6% |
| Participant deferral / active EE | $12,000 | $5,506+117.9% | $4,672+156.9% | $5,609+114.0% |
| Admin fee / account holder | $2,478 | $11,457-78.4% | $8,547-71.0% | $10,827-77.1% |