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.)
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 | $217,707 | $177,572+22.6% | $154,803+40.6% | $142,382+52.9% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | -6.56% | 65.07%-71.6pp | 58.88%-65.4pp | 217.08%-223.6pp |
| Employer contribution / active EE | $1,577,490 | $4,810+32693.0% | $4,305+36539.4% | $4,299+36593.4% |
| Participant deferral / active EE | $96,658 | $6,272+1441.2% | $5,540+1644.6% | $6,507+1385.4% |
| Admin fee / account holder | $1,770,283 | $16,786+10446.3% | $14,329+12254.4% | $12,624+13923.5% |