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.)
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,636 | $98,727-20.4% | $113,168-30.5% | $85,563-8.1% |
| Participation rate | 25.2% | 80.8%-55.7pp | 76.6%-51.4pp | 66.0%-40.8pp |
| Annual return | 7.62% | 17.43%-9.8pp | 24.27%-16.6pp | 31.51%-23.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $441 | $357+23.6% | $12,068-96.3% | $834-47.2% |