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 7-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 | $124,277 | $148,534-16.3% | $135,903-8.6% | $139,434-10.9% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 17.79% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,012 | $5,243-80.7% | $4,856-79.2% | $4,751-78.7% |
| Participant deferral / active EE | $2,728 | $8,100-66.3% | $7,758-64.8% | $6,710-59.4% |
| Admin fee / account holder | $14,055 | $12,400+13.3% | $10,762+30.6% | $11,403+23.3% |