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.
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 | $17,583 | $34,308-48.7% | $74,701-76.5% | $72,985-75.9% |
| Participation rate | 1.9% | 42.4%-40.5pp | 54.5%-52.6pp | 69.5%-67.6pp |
| Annual return | 14.91% | 26.58%-11.7pp | 752.92%-738.0pp | 81.00%-66.1pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $10,255 | $2,124+382.8% | $3,333+207.7% | $5,124+100.1% |