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 | $19,548 | $47,848-59.1% | $81,478-76.0% | $70,131-72.1% |
| Participation rate | 43.4% | 58.3%-14.9pp | 68.0%-24.6pp | 69.5%-26.1pp |
| Annual return | 22.37% | 27.25%-4.9pp | 38.78%-16.4pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,479 | $1,527-3.2% | $2,568-42.4% | $2,342-36.9% |
| Participant deferral / active EE | $2,956 | $2,453+20.5% | $3,537-16.4% | $3,332-11.3% |
| Admin fee / account holder | $847 | $3,145-73.1% | $4,561-81.4% | $4,645-81.8% |