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 7-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 | $94,961 | $140,588-32.5% | $123,104-22.9% | $125,391-24.3% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 1.23% | 16.80%-15.6pp | 13.22%-12.0pp | 282.22%-281.0pp |
| Employer contribution / active EE | $8,284 | $6,041+37.1% | $5,151+60.8% | $4,866+70.2% |
| Participant deferral / active EE | $3,636 | $6,980-47.9% | $6,230-41.6% | $5,352-32.1% |
| Admin fee / account holder | $158,608 | $11,198+1316.4% | $9,015+1659.5% | $9,540+1562.5% |