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 | $74,348 | $137,414-45.9% | $189,513-60.8% | $85,850-13.4% |
| Participation rate | 0.0% | 84.6%-84.6pp | 87.8%-87.8pp | 69.3%-69.3pp |
| Annual return | 12.97% | 38.14%-25.2pp | 555.15%-542.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,078 | $4,344-52.2% | $6,162-66.3% | $2,565-19.0% |
| Participant deferral / active EE | $10 | $6,260-99.8% | $8,221-99.9% | $3,952-99.7% |
| Admin fee / account holder | $18,194 | $8,630+110.8% | $12,045+51.1% | $6,260+190.6% |