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 | $139,924 | $78,422+78.4% | $95,952+45.8% | $79,858+75.2% |
| Participation rate | 51.7% | 73.5%-21.8pp | 77.1%-25.3pp | 69.6%-17.9pp |
| Annual return | -4.47% | 19.37%-23.8pp | 91.61%-96.1pp | 31.71%-36.2pp |
| Employer contribution / active EE | $8,621 | $1,945+343.2% | $2,541+239.3% | $2,471+248.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20,910 | $5,622+271.9% | $6,795+207.7% | $5,306+294.1% |