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 | $29,164 | $87,540-66.7% | $75,781-61.5% | $125,391-76.7% |
| Participation rate | 36.4% | 80.2%-43.8pp | 75.8%-39.5pp | 83.2%-46.8pp |
| Annual return | -0.56% | 13.48%-14.0pp | 9.68%-10.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,487 | $3,930-62.2% | $3,323-55.2% | $4,866-69.4% |
| Participant deferral / active EE | $2,534 | $4,229-40.1% | $3,651-30.6% | $5,352-52.7% |
| Admin fee / account holder | $8,334 | $6,502+28.2% | $5,299+57.3% | $9,540-12.6% |