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.
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 | $5,115 | $96,305-94.7% | $80,569-93.7% | $139,434-96.3% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 8.75% | 1350.08%-1341.3pp | 935.43%-926.7pp | 372.94%-364.2pp |
| Employer contribution / active EE | $3,820 | $3,262+17.1% | $2,723+40.3% | $4,751-19.6% |
| Participant deferral / active EE | $7,422 | $5,232+41.9% | $4,447+66.9% | $6,710+10.6% |
| Admin fee / account holder | $16,064 | $6,599+143.4% | $5,377+198.7% | $11,403+40.9% |