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.)
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 | $226,874 | $70,475+221.9% | $100,516+125.7% | $79,858+184.1% |
| Participation rate | 33.3% | 73.7%-40.3pp | 79.4%-46.1pp | 69.6%-36.3pp |
| Annual return | 19.14% | 21.90%-2.8pp | 30.89%-11.7pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $47,136 | $4,478+952.5% | $8,081+483.3% | $5,306+788.3% |