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 | $33,293 | $85,022-60.8% | $70,515-52.8% | $139,434-76.1% |
| Participation rate | 55.6% | 73.9%-18.4pp | 68.3%-12.8pp | 80.3%-24.8pp |
| Annual return | 15.93% | 30.38%-14.5pp | 32.77%-16.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,643 | $3,909-58.0% | $2,973-44.8% | $4,751-65.4% |
| Participant deferral / active EE | $3,853 | $5,890-34.6% | $4,567-15.6% | $6,710-42.6% |
| Admin fee / account holder | $2,631 | $8,906-70.5% | $6,412-59.0% | $11,403-76.9% |