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 6-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 | $138,595 | $84,527+64.0% | $67,711+104.7% | $125,391+10.5% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -1.07% | 2.57%-3.6pp | 25.41%-26.5pp | 282.22%-283.3pp |
| Employer contribution / active EE | $11,119 | $3,292+237.8% | $2,559+334.5% | $4,866+128.5% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,990 | $5,340-25.3% | $4,255-6.2% | $9,540-58.2% |