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 | $156,463 | $111,535+40.3% | $105,223+48.7% | $137,256+14.0% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 15.60% | 237.85%-222.3pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,193 | $3,939-19.0% | $3,689-13.4% | $4,156-23.2% |
| Participant deferral / active EE | $1,747 | $5,500-68.2% | $5,072-65.5% | $6,407-72.7% |
| Admin fee / account holder | $1,418 | $9,721-85.4% | $8,859-84.0% | $12,270-88.4% |