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 6-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 | $40,165 | $83,477-51.9% | $125,175-67.9% | $72,985-45.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.5%-69.5pp |
| Annual return | 36.91% | 25.78%+11.1pp | 43.79%-6.9pp | 81.00%-44.1pp |
| Employer contribution / active EE | $655 | $2,345-72.1% | $3,865-83.0% | $2,440-73.1% |
| Participant deferral / active EE | $876 | $3,585-75.6% | $4,937-82.3% | $3,607-75.7% |
| Admin fee / account holder | $566 | $5,517-89.7% | $9,702-94.2% | $5,124-89.0% |