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.
Participant 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 | $6,321 | $198,466-96.8% | $170,442-96.3% | $147,584-95.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 9.67% | 257.29%-247.6pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,525 | $6,184-59.2% | $5,433-53.5% | $4,876-48.2% |
| Participant deferral / active EE | $1,509 | $5,629-73.2% | $4,939-69.5% | $5,439-72.3% |
| Admin fee / account holder | $4,181 | $16,852-75.2% | $13,880-69.9% | $10,885-61.6% |