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 8-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 | $2,772 | $183,592-98.5% | $155,567-98.2% | $145,959-98.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 31.37% | 61.24%-29.9pp | 64.74%-33.4pp | 561.95%-530.6pp |
| Employer contribution / active EE | $4,046 | $5,315-23.9% | $4,674-13.4% | $4,661-13.2% |
| Participant deferral / active EE | $8,534 | $6,464+32.0% | $5,628+51.6% | $6,689+27.6% |
| Admin fee / account holder | $14,019 | $19,318-27.4% | $15,916-11.9% | $13,398+4.6% |