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.
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 | $14,260 | $159,602-91.1% | $150,045-90.5% | $142,382-90.0% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 9.30% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,834 | $4,961-63.0% | $4,693-60.9% | $4,299-57.3% |
| Participant deferral / active EE | $4,647 | $8,310-44.1% | $7,997-41.9% | $6,507-28.6% |
| Admin fee / account holder | $1,361 | $14,846-90.8% | $13,435-89.9% | $12,624-89.2% |