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.
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 | $2,926 | $133,958-97.8% | $112,228-97.4% | $134,475-97.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -12.84% | 47.11%-60.0pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $393 | $4,038-90.3% | $3,635-89.2% | $4,740-91.7% |
| Participant deferral / active EE | $2,405 | $5,291-54.5% | $4,728-49.1% | $6,400-62.4% |
| Admin fee / account holder | $3,424 | $7,489-54.3% | $6,410-46.6% | $11,426-70.0% |