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 | $13,143 | $81,625-83.9% | $58,482-77.5% | $139,434-90.6% |
| Participation rate | 55.0% | 61.3%-6.3pp | 50.9%+4.1pp | 80.3%-25.3pp |
| Annual return | 1.82% | 7404.20%-7402.4pp | 4239.32%-4237.5pp | 372.94%-371.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $16,249 | $3,265+397.6% | $2,516+545.8% | $11,403+42.5% |