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.
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 | $3,033 | $106,890-97.2% | $84,015-96.4% | $152,861-98.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | -84.48% | 104.99%-189.5pp | 71.31%-155.8pp | 345.32%-429.8pp |
| Employer contribution / active EE | $31,408 | $2,734+1048.7% | $1,983+1483.5% | $4,762+559.5% |
| Participant deferral / active EE | $19,968 | $4,011+397.8% | $3,239+516.6% | $5,850+241.3% |
| Admin fee / account holder | $5,620 | $8,285-32.2% | $6,101-7.9% | $11,596-51.5% |