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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,958 | $111,754-35.6% | $103,333-30.4% | $145,922-50.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.08% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $58,082 | $4,212+1278.8% | $3,868+1401.7% | $4,660+1146.5% |
| Participant deferral / active EE | $22 | $5,619-99.6% | $5,057-99.6% | $6,688-99.7% |
| Admin fee / account holder | $3,356 | $9,750-65.6% | $8,355-59.8% | $13,397-75.0% |