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 | $79,787 | $118,680-32.8% | $98,907-19.3% | $158,922-49.8% |
| Participation rate | 0.0% | 77.8%-77.8pp | 76.0%-76.0pp | 82.0%-82.0pp |
| Annual return | 2.17% | 372.35%-370.2pp | 196.43%-194.3pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,122 | $3,333-66.4% | $2,689-58.3% | $4,761-76.4% |
| Participant deferral / active EE | $3,525 | $5,088-30.7% | $4,244-17.0% | $5,982-41.1% |
| Admin fee / account holder | $4,007 | $10,131-60.4% | $6,642-39.7% | $11,246-64.4% |