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 | $96,814 | $165,335-41.4% | $149,696-35.3% | $158,922-39.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 1.46% | 348.15%-346.7pp | 276.60%-275.1pp | 302.83%-301.4pp |
| Employer contribution / active EE | $10,714 | $5,103+110.0% | $4,644+130.7% | $4,761+125.0% |
| Participant deferral / active EE | $37,423 | $7,181+421.1% | $6,842+447.0% | $5,982+525.6% |
| Admin fee / account holder | $88,649 | $10,807+720.3% | $9,309+852.3% | $11,246+688.3% |