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 8-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 | $26,184 | $67,823-61.4% | $52,425-50.1% | $137,256-80.9% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | -18.27% | 219.11%-237.4pp | 302.12%-320.4pp | 220.34%-238.6pp |
| Employer contribution / active EE | $117 | $1,163-90.0% | $914-87.2% | $4,156-97.2% |
| Participant deferral / active EE | $235 | $2,288-89.7% | $1,790-86.9% | $6,407-96.3% |
| Admin fee / account holder | $58,194 | $2,844+1946.1% | $2,495+2232.5% | $12,270+374.3% |