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 | $72,320 | $90,503-20.1% | $78,689-8.1% | $273,961-73.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 10.38% | 75.60%-65.2pp | 62.18%-51.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,173 | $3,176-63.1% | $2,851-58.8% | $4,869-75.9% |
| Participant deferral / active EE | $5,624 | $3,901+44.1% | $3,517+59.9% | $5,287+6.4% |
| Admin fee / account holder | $539 | $5,263-89.8% | $4,510-88.1% | $10,132-94.7% |