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 | $34,326 | $92,703-63.0% | $82,719-58.5% | $134,475-74.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -18.96% | 944.92%-963.9pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,122 | $3,274-65.7% | $3,009-62.7% | $4,740-76.3% |
| Participant deferral / active EE | $2,277 | $4,802-52.6% | $4,395-48.2% | $6,400-64.4% |
| Admin fee / account holder | $1,781 | $5,983-70.2% | $5,329-66.6% | $11,426-84.4% |