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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,462 | $124,281+1.8% | $109,143+15.9% | $167,490-24.5% |
| Participation rate | 10.0% | 79.4%-69.4pp | 75.9%-65.9pp | 82.1%-72.1pp |
| Annual return | -19.78% | 26.04%-45.8pp | 25.75%-45.5pp | 478.56%-498.3pp |
| Employer contribution / active EE | $10 | $4,207-99.8% | $3,722-99.7% | $4,837-99.8% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $16,971 | $7,970+112.9% | $6,752+151.3% | $12,309+37.9% |