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 | $64,198 | $118,450-45.8% | $98,439-34.8% | $139,434-54.0% |
| Participation rate | 62.5% | 77.4%-14.9pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 10.35% | 18.94%-8.6pp | 21.16%-10.8pp | 372.94%-362.6pp |
| Employer contribution / active EE | $2,069 | $3,609-42.7% | $3,048-32.1% | $4,751-56.5% |
| Participant deferral / active EE | $3,261 | $5,392-39.5% | $4,738-31.2% | $6,710-51.4% |
| Admin fee / account holder | $27,734 | $14,026+97.7% | $8,948+210.0% | $11,403+143.2% |