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 | $72,067 | $95,862-24.8% | $79,550-9.4% | $134,475-46.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -13.88% | -2.69%-11.2pp | 0.16%-14.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $26,680 | $3,128+752.9% | $2,413+1005.6% | $4,740+462.9% |
| Participant deferral / active EE | $57,295 | $4,693+1120.9% | $3,985+1337.7% | $6,400+795.3% |
| Admin fee / account holder | $4,978 | $9,126-45.4% | $6,832-27.1% | $11,426-56.4% |