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 7-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 | $27,281 | $114,381-76.1% | $107,525-74.6% | $142,382-80.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 8.80% | 242.71%-233.9pp | 181.32%-172.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,293 | $4,015-67.8% | $3,754-65.6% | $4,299-69.9% |
| Participant deferral / active EE | $15,531 | $5,564+179.1% | $5,116+203.6% | $6,507+138.7% |
| Admin fee / account holder | $7,412 | $9,860-24.8% | $8,919-16.9% | $12,624-41.3% |