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 | $98,502 | $107,791-8.6% | $90,645+8.7% | $135,375-27.2% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | 16.55% | -0.90%+17.5pp | 1.88%+14.7pp | 519.73%-503.2pp |
| Employer contribution / active EE | $532 | $3,018-82.4% | $2,532-79.0% | $4,779-88.9% |
| Participant deferral / active EE | $544 | $3,872-86.0% | $3,425-84.1% | $5,609-90.3% |
| Admin fee / account holder | $1,778 | $5,930-70.0% | $4,994-64.4% | $10,827-83.6% |