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 | $74,882 | $124,319-39.8% | $111,297-32.7% | $167,490-55.3% |
| Participation rate | 12.5% | 79.6%-67.1pp | 77.3%-64.8pp | 82.1%-69.6pp |
| Annual return | 8.81% | 37.44%-28.6pp | 54.65%-45.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,067 | $3,435-69.0% | $2,731-60.9% | $4,837-78.0% |
| Participant deferral / active EE | $2,525 | $5,180-51.3% | $4,487-43.7% | $6,341-60.2% |
| Admin fee / account holder | $12,389 | $10,618+16.7% | $7,964+55.6% | $12,309+0.6% |