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 6-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 | $40,841 | $159,901-74.5% | $146,958-72.2% | $145,922-72.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.05% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $3,711 | $5,286-29.8% | $4,933-24.8% | $4,660-20.4% |
| Participant deferral / active EE | $3,385 | $8,428-59.8% | $8,070-58.1% | $6,688-49.4% |
| Admin fee / account holder | $28,831 | $15,044+91.6% | $12,998+121.8% | $13,397+115.2% |