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 | $55,658 | $96,635-42.4% | $86,612-35.7% | $139,434-60.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 18.18% | 106.41%-88.2pp | 591.07%-572.9pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,160 | $3,263-3.2% | $3,022+4.5% | $4,751-33.5% |
| Participant deferral / active EE | $9,856 | $4,836+103.8% | $4,438+122.1% | $6,710+46.9% |
| Admin fee / account holder | $600 | $6,408-90.6% | $5,614-89.3% | $11,403-94.7% |