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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $1,477 | $97,757-98.5% | $83,848-98.2% | $135,375-98.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -32.66% | 1287.37%-1320.0pp | 850.88%-883.5pp | 519.73%-552.4pp |
| Employer contribution / active EE | $85 | $4,222-98.0% | $3,631-97.7% | $4,779-98.2% |
| Participant deferral / active EE | -$85 | $4,682-101.8% | $4,082-102.1% | $5,609-101.5% |
| Admin fee / account holder | $574 | $6,674-91.4% | $5,478-89.5% | $10,827-94.7% |