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 | $239,348 | $144,119+66.1% | $117,854+103.1% | $147,584+62.2% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 16.76% | 531.15%-514.4pp | 335.08%-318.3pp | 578.55%-561.8pp |
| Employer contribution / active EE | $16,830 | $4,896+243.7% | $3,786+344.5% | $4,876+245.1% |
| Participant deferral / active EE | $16,989 | $5,316+219.6% | $4,482+279.1% | $5,439+212.4% |
| Admin fee / account holder | $33,549 | $10,886+208.2% | $8,020+318.3% | $10,885+208.2% |