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 | $10,761 | $72,400-85.1% | $67,502-84.1% | $145,922-92.6% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.4pp | 80.3%-34.8pp |
| Annual return | 7.07% | 7182.46%-7175.4pp | 3512.12%-3505.1pp | 561.29%-554.2pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $2,679 | $5,539-51.6% | $3,998-33.0% | $13,397-80.0% |