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 | $141,902 | $165,912-14.5% | $122,332+16.0% | $147,584-3.8% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 14.28% | 34.55%-20.3pp | 30.27%-16.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $4,544 | $5,754-21.0% | $4,050+12.2% | $4,876-6.8% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,296 | $7,424-69.1% | $5,478-58.1% | $10,885-78.9% |