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 | $10,875 | $99,921-89.1% | $85,009-87.2% | $145,959-92.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 7.12% | 83.89%-76.8pp | 66.47%-59.3pp | 561.95%-554.8pp |
| Employer contribution / active EE | $1,600 | $3,233-50.5% | $2,728-41.4% | $4,661-65.7% |
| Participant deferral / active EE | $6,767 | $5,293+27.8% | $4,522+49.7% | $6,689+1.2% |
| Admin fee / account holder | $8,188 | $7,252+12.9% | $6,153+33.1% | $13,398-38.9% |