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.
Participant 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 | $48,489 | $217,402-77.7% | $185,823-73.9% | $167,490-71.0% |
| Participation rate | 47.4% | 86.0%-38.7pp | 81.7%-34.3pp | 82.1%-34.7pp |
| Annual return | 3.02% | 148.36%-145.3pp | 122.05%-119.0pp | 478.56%-475.5pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $47 | $6,356-99.3% | $5,568-99.1% | $6,341-99.3% |
| Admin fee / account holder | $882 | $19,811-95.6% | $16,237-94.6% | $12,309-92.8% |