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 | $79,587 | $58,512+36.0% | $84,015-5.3% | $72,985+9.0% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 3.59% | 28.93%-25.3pp | 71.31%-67.7pp | 81.00%-77.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,015 | $4,569-77.8% | $6,101-83.4% | $5,124-80.2% |