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 | $387,546 | $179,726+115.6% | $156,263+148.0% | $142,382+172.2% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | 10.66% | 77.86%-67.2pp | 59.47%-48.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $27,934 | $5,069+451.0% | $4,333+544.7% | $4,299+549.8% |
| Participant deferral / active EE | $24,260 | $6,956+248.8% | $6,158+293.9% | $6,507+272.8% |
| Admin fee / account holder | $102,575 | $17,272+493.9% | $14,255+619.6% | $12,624+712.6% |