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.)
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 | $70,798 | $85,766-17.5% | $136,294-48.1% | $70,131+1.0% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 17.60% | 31.45%-13.9pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,062 | $2,966-64.2% | $4,695-77.4% | $2,342-54.7% |
| Participant deferral / active EE | $1,951 | $5,051-61.4% | $6,247-68.8% | $3,332-41.4% |
| Admin fee / account holder | $1,205 | $5,420-77.8% | $9,243-87.0% | $4,645-74.1% |