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.
Participant 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.
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 | $19,105 | $108,919-82.5% | $100,391-81.0% | $145,922-86.9% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 8.34% | 57.88%-49.5pp | 49.20%-40.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $937 | $4,419-78.8% | $3,942-76.2% | $4,660-79.9% |
| Participant deferral / active EE | $937 | $8,445-88.9% | $8,082-88.4% | $6,688-86.0% |
| Admin fee / account holder | $3,390 | $9,689-65.0% | $7,899-57.1% | $13,397-74.7% |