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.)
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 | $14,110 | $117,841-88.0% | $102,423-86.2% | $145,922-90.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 10.55% | 31.65%-21.1pp | 29.32%-18.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $15,956 | $3,615+341.4% | $3,023+427.7% | $4,660+242.4% |
| Participant deferral / active EE | $26,470 | $5,731+361.9% | $5,053+423.8% | $6,688+295.8% |
| Admin fee / account holder | $15,801 | $13,326+18.6% | $9,451+67.2% | $13,397+17.9% |