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 | $93,897 | $81,625+15.0% | $58,482+60.6% | $139,434-32.7% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 2.50% | 7404.20%-7401.7pp | 4239.32%-4236.8pp | 372.94%-370.4pp |
| Employer contribution / active EE | $1,356 | $1,398-3.0% | $1,053+28.7% | $4,751-71.5% |
| Participant deferral / active EE | $1,696 | $2,557-33.7% | $1,924-11.9% | $6,710-74.7% |
| Admin fee / account holder | $3,333 | $3,265+2.1% | $2,516+32.5% | $11,403-70.8% |