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 | $78,365 | $105,630-25.8% | $87,507-10.4% | $273,961-71.4% |
| Participation rate | 22.2% | 78.2%-56.0pp | 73.8%-51.6pp | 83.0%-60.8pp |
| Annual return | 4.66% | 12.25%-7.6pp | 12.21%-7.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,371 | $4,781+368.0% | $4,221+430.0% | $10,132+120.8% |