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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,168 | $167,307-83.2% | $143,757-80.4% | $134,475-79.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.53% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,375 | $5,619-57.7% | $4,951-52.0% | $4,740-49.9% |
| Participant deferral / active EE | $2,637 | $6,446-59.1% | $5,637-53.2% | $6,400-58.8% |
| Admin fee / account holder | $477 | $18,088-97.4% | $14,673-96.7% | $11,426-95.8% |