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 6-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 | $7,547 | $202,432-96.3% | $169,368-95.5% | $139,434-94.6% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 17.53% | 531.74%-514.2pp | 405.60%-388.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,064 | $4,692-34.7% | $4,013-23.6% | $4,751-35.5% |
| Participant deferral / active EE | $10,282 | $6,938+48.2% | $6,221+65.3% | $6,710+53.2% |
| Admin fee / account holder | $304 | $10,708-97.2% | $9,003-96.6% | $11,403-97.3% |