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 | $179,726-96.0% | $156,263-95.4% | $142,382-94.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 9.72% | 77.86%-68.1pp | 59.47%-49.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $607 | $5,069-88.0% | $4,333-86.0% | $4,299-85.9% |
| Participant deferral / active EE | $2,883 | $6,956-58.5% | $6,158-53.2% | $6,507-55.7% |
| Admin fee / account holder | $6,013 | $17,272-65.2% | $14,255-57.8% | $12,624-52.4% |