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 | $120,972 | $95,862+26.2% | $79,550+52.1% | $134,475-10.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 69.5%-69.5pp | 81.2%-81.2pp |
| Annual return | -9.69% | -2.69%-7.0pp | 0.16%-9.9pp | 417.96%-427.7pp |
| Employer contribution / active EE | $617 | $3,128-80.3% | $2,413-74.4% | $4,740-87.0% |
| Participant deferral / active EE | $2,323 | $4,693-50.5% | $3,985-41.7% | $6,400-63.7% |
| Admin fee / account holder | $175,251 | $9,126+1820.3% | $6,832+2465.0% | $11,426+1433.8% |