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 | $151,121 | $214,378-29.5% | $200,582-24.7% | $142,382+6.1% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 8.18% | 46.41%-38.2pp | 42.33%-34.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $87,661 | $6,841+1181.3% | $6,419+1265.7% | $4,299+1939.1% |
| Participant deferral / active EE | $132,458 | $9,865+1242.7% | $9,331+1319.5% | $6,507+1935.6% |
| Admin fee / account holder | $72,892 | $17,692+312.0% | $16,305+347.1% | $12,624+477.4% |