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 3-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 | $431 | $74,888-99.4% | $71,209-99.4% | $142,382-99.7% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.1%-80.1pp |
| Annual return | -6.96% | 345.14%-352.1pp | 282.51%-289.5pp | 217.08%-224.0pp |
| Employer contribution / active EE | $12,702 | $2,854+345.0% | $2,721+366.8% | $4,299+195.5% |
| Participant deferral / active EE | $49,550 | $4,454+1012.4% | $4,175+1086.8% | $6,507+661.5% |
| Admin fee / account holder | $4,712 | $5,568-15.4% | $5,349-11.9% | $12,624-62.7% |