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 | $170,431 | $165,984+2.7% | $164,813+3.4% | $145,922+16.8% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 10.21% | 100.03%-89.8pp | 69.93%-59.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $17,541 | $5,273+232.7% | $4,341+304.1% | $4,660+276.4% |
| Participant deferral / active EE | $92,321 | $6,959+1226.6% | $6,031+1430.7% | $6,688+1280.5% |
| Admin fee / account holder | $357,185 | $16,648+2045.5% | $12,690+2714.7% | $13,397+2566.2% |