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.
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 | $7,298 | $159,901-95.4% | $146,958-95.0% | $145,922-95.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 1.71% | 98.13%-96.4pp | 418.34%-416.6pp | 561.29%-559.6pp |
| Employer contribution / active EE | $3,817 | $5,286-27.8% | $4,933-22.6% | $4,660-18.1% |
| Participant deferral / active EE | $10,626 | $8,428+26.1% | $8,070+31.7% | $6,688+58.9% |
| Admin fee / account holder | $55,168 | $15,044+266.7% | $12,998+324.4% | $13,397+311.8% |