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 | $14,425 | $109,817-86.9% | $98,442-85.3% | $167,490-91.4% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 1.17% | 1956.69%-1955.5pp | 1492.73%-1491.6pp | 478.56%-477.4pp |
| Employer contribution / active EE | $5,958 | $3,224+84.8% | $2,960+101.3% | $4,837+23.2% |
| Participant deferral / active EE | $25,000 | $4,673+435.0% | $4,276+484.6% | $6,341+294.2% |
| Admin fee / account holder | $31,886 | $6,753+372.2% | $5,949+436.0% | $12,309+159.0% |