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 | $2,783 | $70,756-96.1% | $65,493-95.8% | $142,382-98.0% |
| Participation rate | 69.2% | 77.4%-8.2pp | 73.1%-3.9pp | 80.1%-10.9pp |
| Annual return | 18.19% | 1754.89%-1736.7pp | 982.45%-964.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $769 | $2,881-73.3% | $2,574-70.1% | $4,299-82.1% |
| Participant deferral / active EE | $2,798 | $4,637-39.7% | $3,961-29.4% | $6,507-57.0% |
| Admin fee / account holder | $400 | $6,559-93.9% | $5,028-92.0% | $12,624-96.8% |