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 9-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 | $18,562 | $97,757-81.0% | $83,848-77.9% | $135,375-86.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -5.66% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,001 | $4,222-52.6% | $3,631-44.9% | $4,779-58.1% |
| Participant deferral / active EE | $5,191 | $4,682+10.9% | $4,082+27.2% | $5,609-7.5% |
| Admin fee / account holder | $1,798 | $6,674-73.1% | $5,478-67.2% | $10,827-83.4% |