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 | $58,024 | $107,334-45.9% | $92,893-37.5% | $152,861-62.0% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 5.07% | 145.58%-140.5pp | 109.41%-104.3pp | 345.32%-340.2pp |
| Employer contribution / active EE | $84,073 | $4,221+1891.8% | $3,653+2201.7% | $4,762+1665.4% |
| Participant deferral / active EE | $159,973 | $4,845+3202.0% | $4,236+3676.4% | $5,850+2634.5% |
| Admin fee / account holder | $3,514 | $7,079-50.4% | $5,794-39.3% | $11,596-69.7% |