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 5-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 | $15,552 | $189,613-91.8% | $167,512-90.7% | $142,382-89.1% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | -88.51% | 2024.68%-2113.2pp | 1615.79%-1704.3pp | 217.08%-305.6pp |
| Employer contribution / active EE | $1,093 | $4,349-74.9% | $3,882-71.8% | $4,299-74.6% |
| Participant deferral / active EE | $2,029 | $6,981-70.9% | $6,405-68.3% | $6,507-68.8% |
| Admin fee / account holder | $1,775 | $10,528-83.1% | $9,769-81.8% | $12,624-85.9% |