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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $320,968 | $162,781+97.2% | $133,956+139.6% | $158,922+102.0% |
| Participation rate | 16.7% | 83.2%-66.6pp | 79.8%-63.2pp | 82.0%-65.3pp |
| Annual return | 15.69% | 41.94%-26.2pp | 45.09%-29.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $10,680 | $4,975+114.7% | $3,919+172.5% | $4,761+124.3% |
| Participant deferral / active EE | $12,200 | $5,911+106.4% | $5,048+141.7% | $5,982+103.9% |
| Admin fee / account holder | $45,080 | $11,736+284.1% | $8,927+405.0% | $11,246+300.9% |