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 3-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.
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.)
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 | $1,751 | $177,572-99.0% | $154,803-98.9% | $142,382-98.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 68.30% | 65.07%+3.2pp | 58.88%+9.4pp | 217.08%-148.8pp |
| Employer contribution / active EE | $25 | $4,810-99.5% | $4,305-99.4% | $4,299-99.4% |
| Participant deferral / active EE | $5,016 | $6,272-20.0% | $5,540-9.5% | $6,507-22.9% |
| Admin fee / account holder | $631 | $16,786-96.2% | $14,329-95.6% | $12,624-95.0% |