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 | $383,711 | $165,984+131.2% | $164,813+132.8% | $145,922+163.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 21.36% | 100.03%-78.7pp | 69.93%-48.6pp | 561.29%-539.9pp |
| Employer contribution / active EE | $14,724 | $5,273+179.2% | $4,341+239.2% | $4,660+216.0% |
| Participant deferral / active EE | $16,130 | $6,959+131.8% | $6,031+167.4% | $6,688+141.2% |
| Admin fee / account holder | $21,695 | $16,648+30.3% | $12,690+71.0% | $13,397+61.9% |