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 | $8,420 | $150,440-94.4% | $136,294-93.8% | $147,584-94.3% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 10.93% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $4,711 | $5,256-10.4% | $4,695+0.3% | $4,876-3.4% |
| Participant deferral / active EE | $10,848 | $6,630+63.6% | $6,247+73.6% | $5,439+99.5% |
| Admin fee / account holder | $10,495 | $10,905-3.8% | $9,243+13.5% | $10,885-3.6% |