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.)
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 | $5,940 | $106,515-94.4% | $96,683-93.9% | $139,434-95.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.38% | 38.43%-21.0pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,113 | $4,103-72.9% | $3,737-70.2% | $4,751-76.6% |
| Participant deferral / active EE | $4,309 | $5,454-21.0% | $4,878-11.7% | $6,710-35.8% |
| Admin fee / account holder | $3,469 | $7,877-56.0% | $6,730-48.5% | $11,403-69.6% |