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 | $62,069 | $192,717-67.8% | $142,449-56.4% | $139,434-55.5% |
| Participation rate | 0.0% | 81.5%-81.5pp | 76.8%-76.8pp | 80.3%-80.3pp |
| Annual return | 11.42% | 17.99%-6.6pp | 19.99%-8.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $25,470 | $5,806+338.7% | $4,847+425.4% | $4,751+436.1% |
| Participant deferral / active EE | $23,522 | $7,208+226.3% | $6,283+274.3% | $6,710+250.5% |
| Admin fee / account holder | $7,103 | $15,124-53.0% | $10,011-29.0% | $11,403-37.7% |