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 | $5,726 | $109,982-94.8% | $97,226-94.1% | $145,922-96.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 6.42% | 242.90%-236.5pp | 75.13%-68.7pp | 561.29%-554.9pp |
| Employer contribution / active EE | $5,257 | $3,084+70.5% | $2,729+92.7% | $4,660+12.8% |
| Participant deferral / active EE | $2,242 | $4,676-52.1% | $4,264-47.4% | $6,688-66.5% |
| Admin fee / account holder | $41,821 | $6,221+572.3% | $5,654+639.7% | $13,397+212.2% |