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 | $63,590 | $133,922-52.5% | $116,228-45.3% | $142,382-55.3% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 6.35% | 147.76%-141.4pp | 90.06%-83.7pp | 217.08%-210.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $18,184 | $5,672+220.6% | $4,953+267.1% | $6,507+179.4% |
| Admin fee / account holder | $75,598 | $14,945+405.8% | $11,989+530.6% | $12,624+498.9% |