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 | $131,971 | $107,334+23.0% | $92,893+42.1% | $152,861-13.7% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.4%-65.8pp |
| Annual return | 4.64% | 145.58%-140.9pp | 109.41%-104.8pp | 345.32%-340.7pp |
| Employer contribution / active EE | $10,618 | $4,221+151.5% | $3,653+190.7% | $4,762+123.0% |
| Participant deferral / active EE | $39,607 | $4,845+717.5% | $4,236+835.0% | $5,850+577.0% |
| Admin fee / account holder | $1,299 | $7,079-81.7% | $5,794-77.6% | $11,596-88.8% |