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 4-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.)
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 | $4,998 | $109,982-95.5% | $97,226-94.9% | $145,922-96.6% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 11.94% | 242.90%-231.0pp | 75.13%-63.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,787 | $3,084+55.2% | $2,729+75.4% | $4,660+2.7% |
| Participant deferral / active EE | $4,377 | $4,676-6.4% | $4,264+2.7% | $6,688-34.6% |
| Admin fee / account holder | $1,889 | $6,221-69.6% | $5,654-66.6% | $13,397-85.9% |