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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,704 | $153,772-86.5% | $133,980-84.5% | $273,961-92.4% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 7.11% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.3pp |
| Employer contribution / active EE | $686 | $6,029-88.6% | $5,211-86.8% | $4,869-85.9% |
| Participant deferral / active EE | $6,165 | $6,958-11.4% | $6,282-1.9% | $5,287+16.6% |
| Admin fee / account holder | $3,555 | $11,765-69.8% | $9,324-61.9% | $10,132-64.9% |