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 5-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 | $38,192 | $88,751-57.0% | $81,812-53.3% | $145,922-73.8% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 9.31% | 1025.40%-1016.1pp | 773.79%-764.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $12,862 | $3,083+317.1% | $2,912+341.6% | $4,660+176.0% |
| Participant deferral / active EE | $25,002 | $4,643+438.5% | $4,319+478.9% | $6,688+273.9% |
| Admin fee / account holder | $476 | $8,415-94.3% | $7,386-93.6% | $13,397-96.5% |