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 | $279,500 | $142,344+96.4% | $119,609+133.7% | $134,475+107.8% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -18.45% | -12.44%-6.0pp | -14.97%-3.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $31,141 | $5,222+496.3% | $4,232+635.9% | $4,740+557.0% |
| Participant deferral / active EE | $32,153 | $6,469+397.0% | $5,602+474.0% | $6,400+402.4% |
| Admin fee / account holder | $41,754 | $13,584+207.4% | $10,323+304.5% | $11,426+265.4% |