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 | $135,313 | $209,411-35.4% | $178,490-24.2% | $158,922-14.9% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 4.10% | 188.75%-184.7pp | 151.07%-147.0pp | 302.83%-298.7pp |
| Employer contribution / active EE | $61,735 | $5,706+981.9% | $5,011+1132.1% | $4,761+1196.6% |
| Participant deferral / active EE | $46,815 | $5,954+686.3% | $5,202+800.0% | $5,982+682.6% |
| Admin fee / account holder | $71,297 | $17,074+317.6% | $13,984+409.9% | $11,246+534.0% |