Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $8,607 | $81,446-89.4% | $103,374-91.7% | $80,874-89.4% |
| Participation rate | 0.0% | 66.9%-66.9pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | -0.42% | 25.57%-26.0pp | 24.89%-25.3pp | 35.62%-36.0pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,828,178 | $6,715+27126.1% | $8,394+21679.3% | $6,935+26260.8% |