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.)
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 | $75,485 | $71,050+6.2% | $93,606-19.4% | $80,856-6.6% |
| Participation rate | 44.7% | 60.4%-15.7pp | 68.7%-24.0pp | 67.6%-23.0pp |
| Annual return | 26.25% | 11.26%+15.0pp | 133.20%-106.9pp | 35.59%-9.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,282 | $6,945+19.3% | $8,2850% | $6,918+19.7% |