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.
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.
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 | $13,585 | $159,602-91.5% | $150,045-90.9% | $142,382-90.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 8.79% | 70.24%-61.4pp | 62.55%-53.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $12,778 | $4,961+157.6% | $4,693+172.3% | $4,299+197.2% |
| Participant deferral / active EE | $25,319 | $8,310+204.7% | $7,997+216.6% | $6,507+289.1% |
| Admin fee / account holder | $21,759 | $14,846+46.6% | $13,435+62.0% | $12,624+72.4% |