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.)
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 | $29,050 | $69,207-58.0% | $64,056-54.6% | $139,434-79.2% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 367.55% | 45.88%+321.7pp | 33.69%+333.9pp | 372.94%-5.4pp |
| Employer contribution / active EE | $33,384 | $3,182+949.1% | $2,747+1115.5% | $4,751+602.7% |
| Participant deferral / active EE | $39,171 | $4,682+736.7% | $3,880+909.5% | $6,710+483.8% |
| Admin fee / account holder | $974 | $4,244-77.1% | $3,068-68.3% | $11,403-91.5% |