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 7-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 | $38,186 | $37,426+2.0% | $77,482-50.7% | $79,858-52.2% |
| Participation rate | 52.3% | 41.5%+10.8pp | 54.2%-1.9pp | 69.6%-17.4pp |
| Annual return | 10.49% | 39.70%-29.2pp | 54.79%-44.3pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $502 | $2,504-80.0% | $2,858-82.4% | $5,306-90.5% |