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 | $116,702 | $76,000+53.6% | $154,107-24.3% | $64,186+81.8% |
| Participation rate | 53.4% | 70.4%-17.0pp | 83.0%-29.6pp | 69.6%-16.1pp |
| Annual return | -2.32% | 30.32%-32.6pp | 735.12%-737.4pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,357 | $3,351-29.7% | $5,298-55.5% | $2,381-1.0% |
| Participant deferral / active EE | $3,991 | $3,175+25.7% | $5,081-21.4% | $3,470+15.0% |
| Admin fee / account holder | $5,356 | $5,596-4.3% | $13,411-60.1% | $4,888+9.6% |