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 | $209,503 | $97,757+114.3% | $83,848+149.9% | $135,375+54.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -4.40% | 1287.37%-1291.8pp | 850.88%-855.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $5,389 | $4,222+27.6% | $3,631+48.4% | $4,779+12.8% |
| Participant deferral / active EE | $13,833 | $4,682+195.4% | $4,082+238.9% | $5,609+146.6% |
| Admin fee / account holder | $26,281 | $6,674+293.8% | $5,478+379.7% | $10,827+142.7% |