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 | $19,894 | $117,841-83.1% | $102,423-80.6% | $145,922-86.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.66% | 31.65%-24.0pp | 29.32%-21.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,215 | $3,615-38.7% | $3,023-26.8% | $4,660-52.5% |
| Participant deferral / active EE | $4,288 | $5,731-25.2% | $5,053-15.1% | $6,688-35.9% |
| Admin fee / account holder | $26,296 | $13,326+97.3% | $9,451+178.2% | $13,397+96.3% |