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 | $315,273 | $154,117+104.6% | $129,995+142.5% | $139,434+126.1% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.5%-78.5pp | 80.3%-80.3pp |
| Annual return | 19.22% | 32.48%-13.3pp | -137.18%+156.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $20,184 | $5,289+281.6% | $4,320+367.3% | $4,751+324.9% |
| Participant deferral / active EE | $15,545 | $6,710+131.7% | $5,820+167.1% | $6,710+131.7% |
| Admin fee / account holder | $61,465 | $14,007+338.8% | $10,614+479.1% | $11,403+439.1% |