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 | $95,266-98.3% | $82,389-98.0% | $142,382-98.9% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 21.49% | 25.74%-4.2pp | 28.67%-7.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $34,761 | $2,991+1062.1% | $2,517+1281.0% | $4,299+708.6% |
| Participant deferral / active EE | $59,996 | $4,809+1147.6% | $4,155+1344.1% | $6,507+822.0% |
| Admin fee / account holder | $1,322 | $8,563-84.6% | $7,231-81.7% | $12,624-89.5% |