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 | $72,007 | $100,773-28.5% | $88,946-19.0% | $142,382-49.4% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 10.56% | 70.18%-59.6pp | 57.82%-47.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,638 | $2,918-43.9% | $2,555-35.9% | $4,299-61.9% |
| Participant deferral / active EE | $1,035 | $5,230-80.2% | $4,581-77.4% | $6,507-84.1% |
| Admin fee / account holder | $9,571 | $9,693-1.3% | $8,261+15.9% | $12,624-24.2% |