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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,911 | $179,726-98.9% | $156,263-98.8% | $142,382-98.7% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.9%-58.9pp | 80.1%-60.1pp |
| Annual return | 13.39% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,089 | $5,069-78.5% | $4,333-74.9% | $4,299-74.7% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,744 | $17,272-78.3% | $14,255-73.7% | $12,624-70.3% |