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 9-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 | $5,438 | $228,332-97.6% | $185,823-97.1% | $158,922-96.6% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 130.02% | 40.80%+89.2pp | 35.95%+94.1pp | 302.83%-172.8pp |
| Employer contribution / active EE | $2,299 | $4,967-53.7% | $4,087-43.8% | $4,761-51.7% |
| Participant deferral / active EE | $4,597 | $6,415-28.3% | $5,632-18.4% | $5,982-23.2% |
| Admin fee / account holder | $3,416 | $11,864-71.2% | $9,500-64.0% | $11,246-69.6% |