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.)
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 | $52,861 | $73,515-28.1% | $62,995-16.1% | $147,584-64.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 12.25% | 175.43%-163.2pp | 87.57%-75.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,323 | $3,320-30.0% | $2,759-15.8% | $4,876-52.4% |
| Participant deferral / active EE | $2,323 | $4,185-44.5% | $3,329-30.2% | $5,439-57.3% |
| Admin fee / account holder | $3,083 | $5,953-48.2% | $3,600-14.4% | $10,885-71.7% |