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 | $12,235 | $43,075-71.6% | $74,583-83.6% | $62,891-80.5% |
| Participation rate | 47.2% | 58.1%-10.9pp | 68.1%-20.9pp | 69.3%-22.1pp |
| Annual return | 437.94% | 17.50%+420.4pp | 20.47%+417.5pp | 20.14%+417.8pp |
| Employer contribution / active EE | $1,612 | $1,498+7.6% | $2,525-36.2% | $2,281-29.3% |
| Participant deferral / active EE | $3,238 | $2,389+35.5% | $3,458-6.4% | $3,203+1.1% |
| Admin fee / account holder | $338 | $2,840-88.1% | $4,138-91.8% | $4,296-92.1% |