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 7-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 | $77,660 | $117,841-34.1% | $102,423-24.2% | $145,922-46.8% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 7.24% | 31.65%-24.4pp | 29.32%-22.1pp | 561.29%-554.1pp |
| Employer contribution / active EE | $941 | $3,615-74.0% | $3,023-68.9% | $4,660-79.8% |
| Participant deferral / active EE | $7,938 | $5,731+38.5% | $5,053+57.1% | $6,688+18.7% |
| Admin fee / account holder | $306,364 | $13,326+2199.0% | $9,451+3141.7% | $13,397+2186.8% |