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 | $101,733 | $127,065-19.9% | $113,168-10.1% | $142,382-28.5% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 19.64% | 24.03%-4.4pp | 24.27%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $931 | $3,442-72.9% | $2,975-68.7% | $4,299-78.3% |
| Participant deferral / active EE | $7,889 | $5,716+38.0% | $5,107+54.5% | $6,507+21.2% |
| Admin fee / account holder | $530 | $15,736-96.6% | $12,068-95.6% | $12,624-95.8% |