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.)
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 | $45,365 | $157,256-71.2% | $141,162-67.9% | $152,861-70.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 13.81% | 64.32%-50.5pp | 71.39%-57.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,667 | $5,261-68.3% | $4,735-64.8% | $4,762-65.0% |
| Participant deferral / active EE | $800 | $7,109-88.7% | $6,709-88.1% | $5,850-86.3% |
| Admin fee / account holder | $1,038 | $12,120-91.4% | $10,261-89.9% | $11,596-91.0% |