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.)
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 | $25,862 | $99,877-74.1% | $84,966-69.6% | $145,922-82.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 3.71% | 83.76%-80.1pp | 66.38%-62.7pp | 561.29%-557.6pp |
| Employer contribution / active EE | $1,366 | $3,231-57.7% | $2,727-49.9% | $4,660-70.7% |
| Participant deferral / active EE | $8,965 | $5,291+69.5% | $4,519+98.4% | $6,688+34.1% |
| Admin fee / account holder | $2,220 | $7,248-69.4% | $6,149-63.9% | $13,397-83.4% |