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 | $137,192 | $165,335-17.0% | $149,696-8.4% | $158,922-13.7% |
| Participation rate | 54.2% | 84.6%-30.4pp | 82.5%-28.3pp | 82.0%-27.8pp |
| Annual return | 1.66% | 348.15%-346.5pp | 276.60%-274.9pp | 302.83%-301.2pp |
| Employer contribution / active EE | $2,431 | $5,103-52.4% | $4,644-47.7% | $4,761-48.9% |
| Participant deferral / active EE | $6,625 | $7,181-7.7% | $6,842-3.2% | $5,982+10.7% |
| Admin fee / account holder | $1,567 | $10,807-85.5% | $9,309-83.2% | $11,246-86.1% |