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 | $39,776 | $142,344-72.1% | $119,609-66.7% | $134,475-70.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -14.86% | -12.44%-2.4pp | -14.97%+0.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $4,927 | $5,222-5.7% | $4,232+16.4% | $4,740+4.0% |
| Participant deferral / active EE | $12,708 | $6,469+96.4% | $5,602+126.8% | $6,400+98.6% |
| Admin fee / account holder | $3,649 | $13,584-73.1% | $10,323-64.7% | $11,426-68.1% |