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 7-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,614 | $209,411-95.9% | $178,490-95.2% | $158,922-94.6% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 52.94% | 188.75%-135.8pp | 151.07%-98.1pp | 302.83%-249.9pp |
| Employer contribution / active EE | $14,820 | $5,706+159.7% | $5,011+195.8% | $4,761+211.3% |
| Participant deferral / active EE | $46,271 | $5,954+677.1% | $5,202+789.5% | $5,982+673.5% |
| Admin fee / account holder | $384 | $17,074-97.7% | $13,984-97.3% | $11,246-96.6% |