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 | $39,749 | $88,710-55.2% | $81,783-51.4% | $145,959-72.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 9.41% | 1027.26%-1017.8pp | 775.05%-765.6pp | 561.95%-552.5pp |
| Employer contribution / active EE | $21,644 | $3,083+602.0% | $2,913+643.1% | $4,661+364.4% |
| Participant deferral / active EE | $36,495 | $4,645+685.7% | $4,320+744.7% | $6,689+445.6% |
| Admin fee / account holder | $134,740 | $8,407+1502.7% | $7,380+1725.8% | $13,398+905.7% |