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 | $10,420 | $25,014-58.3% | $69,647-85.0% | $80,856-87.1% |
| Participation rate | 0.0% | 64.2%-64.2pp | 66.5%-66.5pp | 67.6%-67.6pp |
| Annual return | -52.29% | 19.07%-71.4pp | 100.48%-152.8pp | 35.59%-87.9pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,886-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22,385 | $2,488+799.7% | $4,713+375.0% | $6,918+223.6% |