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 | $17,522 | $884,045-98.0% | $453,369-96.1% | $167,490-89.5% |
| Participation rate | 0.0% | 81.6%-81.6pp | 78.0%-78.0pp | 82.1%-82.1pp |
| Annual return | 6.41% | 29.49%-23.1pp | 64.40%-58.0pp | 478.56%-472.1pp |
| Employer contribution / active EE | $16,356 | $5,538+195.4% | $4,070+301.9% | $4,837+238.1% |
| Participant deferral / active EE | $10,705 | $7,898+35.5% | $6,209+72.4% | $6,341+68.8% |
| Admin fee / account holder | $17,990 | $22,063-18.5% | $11,209+60.5% | $12,309+46.2% |