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 4-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 | $1,264 | $115,708-98.9% | $65,255-98.1% | $139,434-99.1% |
| Participation rate | 50.0% | 67.8%-17.8pp | 65.0%-15.0pp | 80.3%-30.3pp |
| Annual return | 31.83% | 31.19%+0.6pp | 47.35%-15.5pp | 372.94%-341.1pp |
| Employer contribution / active EE | $4,372 | $2,599+68.2% | $1,691+158.5% | $4,751-8.0% |
| Participant deferral / active EE | $9,053 | $4,240+113.5% | $2,831+219.8% | $6,710+34.9% |
| Admin fee / account holder | $400 | $6,698-94.0% | $4,112-90.3% | $11,403-96.5% |