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 | $55,762 | $106,584-47.7% | $101,326-45.0% | $142,382-60.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | -33.36% | 36.93%-70.3pp | 36.82%-70.2pp | 217.08%-250.4pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,300 | $8,297-72.3% | $7,994-71.2% | $6,507-64.7% |
| Admin fee / account holder | $126,704 | $11,446+1007.0% | $11,185+1032.8% | $12,624+903.7% |