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 9-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.)
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 | $9,734 | $149,734-93.5% | $118,925-91.8% | $158,922-93.9% |
| Participation rate | 0.0% | 82.1%-82.1pp | 75.4%-75.4pp | 82.0%-82.0pp |
| Annual return | 15.64% | 19.95%-4.3pp | 35.88%-20.2pp | 302.83%-287.2pp |
| Employer contribution / active EE | $22,745 | $4,115+452.7% | $3,263+597.1% | $4,761+377.7% |
| Participant deferral / active EE | $23,576 | $5,223+351.4% | $4,265+452.8% | $5,982+294.1% |
| Admin fee / account holder | $393 | $8,603-95.4% | $6,581-94.0% | $11,246-96.5% |