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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,251 | $178,174-95.9% | $156,181-95.4% | $137,256-94.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 9.72% | 84.19%-74.5pp | 64.87%-55.2pp | 220.34%-210.6pp |
| Employer contribution / active EE | $607 | $4,972-87.8% | $4,294-85.9% | $4,156-85.4% |
| Participant deferral / active EE | $2,883 | $6,888-58.1% | $6,132-53.0% | $6,407-55.0% |
| Admin fee / account holder | $6,013 | $17,404-65.5% | $14,586-58.8% | $12,270-51.0% |