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 | $24,175 | $88,751-72.8% | $81,812-70.5% | $145,922-83.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 6.02% | 1025.40%-1019.4pp | 773.79%-767.8pp | 561.29%-555.3pp |
| Employer contribution / active EE | $3,208 | $3,083+4.0% | $2,912+10.2% | $4,660-31.2% |
| Participant deferral / active EE | $3,192 | $4,643-31.3% | $4,319-26.1% | $6,688-52.3% |
| Admin fee / account holder | $4,199 | $8,415-50.1% | $7,386-43.2% | $13,397-68.7% |