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 | $21,677 | $175,202-87.6% | $149,673-85.5% | $139,434-84.5% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 4.71% | 166.71%-162.0pp | 134.42%-129.7pp | 372.94%-368.2pp |
| Employer contribution / active EE | $7,284 | $5,474+33.1% | $4,818+51.2% | $4,751+53.3% |
| Participant deferral / active EE | $28,005 | $6,519+329.6% | $5,680+393.0% | $6,710+317.3% |
| Admin fee / account holder | $563 | $16,150-96.5% | $13,210-95.7% | $11,403-95.1% |