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 | $132,633 | $96,484+37.5% | $75,886+74.8% | $152,861-13.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.3%-19.3pp | 82.4%-32.4pp |
| Annual return | 12.28% | 33.98%-21.7pp | 30.76%-18.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $1,558 | $3,309-52.9% | $2,500-37.7% | $4,762-67.3% |
| Participant deferral / active EE | $4,550 | $4,553-0.1% | $3,603+26.3% | $5,850-22.2% |
| Admin fee / account holder | $30,612 | $8,078+279.0% | $5,418+465.0% | $11,596+164.0% |