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 | $182,084 | $153,772+18.4% | $133,980+35.9% | $273,961-33.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | -3.50% | 36.51%-40.0pp | 29.30%-32.8pp | 41.45%-45.0pp |
| Employer contribution / active EE | $1,384 | $6,029-77.0% | $5,211-73.4% | $4,869-71.6% |
| Participant deferral / active EE | $11,660 | $6,958+67.6% | $6,282+85.6% | $5,287+120.5% |
| Admin fee / account holder | $5,333 | $11,765-54.7% | $9,324-42.8% | $10,132-47.4% |