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 | $153,652 | $138,065+11.3% | $123,544+24.4% | $135,375+13.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 2.10% | 153.68%-151.6pp | 119.20%-117.1pp | 519.73%-517.6pp |
| Employer contribution / active EE | $3,244 | $5,151-37.0% | $4,628-29.9% | $4,779-32.1% |
| Participant deferral / active EE | $9,809 | $6,799+44.3% | $6,426+52.7% | $5,609+74.9% |
| Admin fee / account holder | $4,502 | $10,916-58.8% | $9,284-51.5% | $10,827-58.4% |