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 | $198,157 | $198,466-0.2% | $170,442+16.3% | $147,584+34.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | -16.11% | 257.29%-273.4pp | 205.93%-222.0pp | 578.55%-594.7pp |
| Employer contribution / active EE | $7,650 | $6,184+23.7% | $5,433+40.8% | $4,876+56.9% |
| Participant deferral / active EE | $4,270 | $5,629-24.2% | $4,939-13.6% | $5,439-21.5% |
| Admin fee / account holder | $1,021 | $16,852-93.9% | $13,880-92.6% | $10,885-90.6% |