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 | $1,620 | $87,166-98.1% | $76,735-97.9% | $137,256-98.8% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 21.49% | 26.50%-5.0pp | 29.77%-8.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $34,761 | $2,904+1096.9% | $2,454+1316.4% | $4,156+736.4% |
| Participant deferral / active EE | $59,996 | $4,726+1169.4% | $4,088+1367.6% | $6,407+836.4% |
| Admin fee / account holder | $1,322 | $8,403-84.3% | $7,189-81.6% | $12,270-89.2% |