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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,465 | $80,968-71.0% | $96,544-75.7% | $75,163-68.8% |
| Participation rate | 65.5% | 71.8%-6.2pp | 76.0%-10.4pp | 67.2%-1.7pp |
| Annual return | 20.74% | 27.06%-6.3pp | 25.84%-5.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,150 | $2,282-5.8% | $2,965-27.5% | $2,670-19.5% |
| Participant deferral / active EE | $2,237 | $3,928-43.1% | $4,851-53.9% | $4,125-45.8% |
| Admin fee / account holder | $530 | $6,724-92.1% | $8,252-93.6% | $5,651-90.6% |