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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,053 | $111,724-57.0% | $93,606-48.7% | $145,922-67.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 16.98% | 202.98%-186.0pp | 133.20%-116.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $15 | $3,090-99.5% | $2,420-99.4% | $4,660-99.7% |
| Participant deferral / active EE | $46,939 | $4,912+855.6% | $4,411+964.1% | $6,688+601.9% |
| Admin fee / account holder | $117,072 | $10,250+1042.2% | $8,285+1313.1% | $13,397+773.9% |