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 5-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.
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.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $27,641-100.0% | $61,373-100.0% | $68,494-100.0% |
| Participation rate | 8.2% | 39.5%-31.3pp | 52.6%-44.3pp | 67.9%-59.7pp |
| Annual return | -166.13% | -13.24%-152.9pp | 338.61%-504.7pp | -7.84%-158.3pp |
| Employer contribution / active EE | $258 | $695-62.9% | $1,159-77.7% | $2,596-90.1% |
| Participant deferral / active EE | $453 | $1,263-64.1% | $2,125-78.7% | $4,027-88.7% |
| Admin fee / account holder | $2,182 | $2,010+8.6% | $2,130+2.5% | $5,403-59.6% |