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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $220 | $156,846-99.9% | $121,098-99.8% | $139,434-99.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -11.41% | 1474.56%-1486.0pp | 985.75%-997.2pp | 372.94%-384.4pp |
| Employer contribution / active EE | $308 | $5,536-94.4% | $4,164-92.6% | $4,751-93.5% |
| Participant deferral / active EE | $771 | $4,844-84.1% | $4,080-81.1% | $6,710-88.5% |
| Admin fee / account holder | $8,082 | $6,946+16.4% | $5,644+43.2% | $11,403-29.1% |