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 | $6,802 | $71,829-90.5% | $69,780-90.3% | $142,382-95.2% |
| Participation rate | 25.0% | 81.6%-56.6pp | 79.3%-54.3pp | 80.1%-55.1pp |
| Annual return | 9.52% | 31.01%-21.5pp | 26.31%-16.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $4,168-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,819-100.0% | $6,164-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,374 | $7,818-56.8% | $7,285-53.7% | $12,624-73.3% |