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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $316,276 | $176,056+79.6% | $159,436+98.4% | $167,490+88.8% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.32% | 331.75%-321.4pp | 263.57%-253.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $133,500 | $5,297+2420.3% | $4,829+2664.3% | $4,837+2659.7% |
| Participant deferral / active EE | $97,717 | $7,750+1160.9% | $7,352+1229.1% | $6,341+1441.0% |
| Admin fee / account holder | $100,300 | $12,554+699.0% | $10,799+828.8% | $12,309+714.9% |