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 | $64,986 | $153,772-57.7% | $133,980-51.5% | $273,961-76.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 15.65% | 36.51%-20.9pp | 29.30%-13.6pp | 41.45%-25.8pp |
| Employer contribution / active EE | $11,593 | $6,029+92.3% | $5,211+122.4% | $4,869+138.1% |
| Participant deferral / active EE | $7,836 | $6,958+12.6% | $6,282+24.7% | $5,287+48.2% |
| Admin fee / account holder | $1,045 | $11,765-91.1% | $9,324-88.8% | $10,132-89.7% |