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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,820 | $159,901-95.7% | $146,958-95.4% | $145,922-95.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | -0.94% | 98.13%-99.1pp | 418.34%-419.3pp | 561.29%-562.2pp |
| Employer contribution / active EE | $856 | $5,286-83.8% | $4,933-82.7% | $4,660-81.6% |
| Participant deferral / active EE | $1,413 | $8,428-83.2% | $8,070-82.5% | $6,688-78.9% |
| Admin fee / account holder | $3,715 | $15,044-75.3% | $12,998-71.4% | $13,397-72.3% |