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 10-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.
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 | $46,672 | $127,065-63.3% | $113,168-58.8% | $142,382-67.2% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 7.94% | 24.03%-16.1pp | 24.27%-16.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $19,689 | $3,442+472.0% | $2,975+561.8% | $4,299+358.0% |
| Participant deferral / active EE | $97,273 | $5,716+1601.7% | $5,107+1804.8% | $6,507+1394.8% |
| Admin fee / account holder | $225,230 | $15,736+1331.3% | $12,068+1766.4% | $12,624+1684.2% |