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 6-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,918 | $157,256-93.1% | $141,162-92.3% | $152,861-92.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.81% | 64.32%-48.5pp | 71.39%-55.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $733 | $5,261-86.1% | $4,735-84.5% | $4,762-84.6% |
| Participant deferral / active EE | $4,363 | $7,109-38.6% | $6,709-35.0% | $5,850-25.4% |
| Admin fee / account holder | $2,747 | $12,120-77.3% | $10,261-73.2% | $11,596-76.3% |