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 | $73,791 | $183,519-59.8% | $155,509-52.5% | $145,922-49.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 5.87% | 61.17%-55.3pp | 64.67%-58.8pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,572 | $5,313-70.4% | $4,672-66.4% | $4,660-66.3% |
| Participant deferral / active EE | $3,928 | $6,462-39.2% | $5,626-30.2% | $6,688-41.3% |
| Admin fee / account holder | $3,131 | $19,313-83.8% | $15,912-80.3% | $13,397-76.6% |