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 3-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 | $24,266 | $99,877-75.7% | $84,966-71.4% | $145,922-83.4% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 6.00% | 83.76%-77.8pp | 66.38%-60.4pp | 561.29%-555.3pp |
| Employer contribution / active EE | $10,288 | $3,231+218.4% | $2,727+277.3% | $4,660+120.8% |
| Participant deferral / active EE | $29,621 | $5,291+459.9% | $4,519+555.4% | $6,688+342.9% |
| Admin fee / account holder | $4,254 | $7,248-41.3% | $6,149-30.8% | $13,397-68.2% |