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 | $35,012 | $183,519-80.9% | $155,509-77.5% | $145,922-76.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.02% | 61.17%-55.1pp | 64.67%-58.6pp | 561.29%-555.3pp |
| Employer contribution / active EE | $1,101 | $5,313-79.3% | $4,672-76.4% | $4,660-76.4% |
| Participant deferral / active EE | $2,666 | $6,462-58.7% | $5,626-52.6% | $6,688-60.1% |
| Admin fee / account holder | $4,252 | $19,313-78.0% | $15,912-73.3% | $13,397-68.3% |