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 | $73,850 | $85,766-13.9% | $136,294-45.8% | $70,131+5.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 11.49% | 31.45%-20.0pp | 5155.94%-5144.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $934 | $2,966-68.5% | $4,695-80.1% | $2,342-60.1% |
| Participant deferral / active EE | $2,599 | $5,051-48.5% | $6,247-58.4% | $3,332-22.0% |
| Admin fee / account holder | $15,745 | $5,420+190.5% | $9,243+70.3% | $4,645+239.0% |