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 | $45,712 | $126,574-63.9% | $106,213-57.0% | $145,922-68.7% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.1pp |
| Annual return | 17.39% | 224.79%-207.4pp | 116.14%-98.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $12,110 | $3,730+224.6% | $3,171+281.8% | $4,660+159.9% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $9,953 | $17,304-42.5% | $11,033-9.8% | $13,397-25.7% |