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 | $95,645 | $167,484-42.9% | $151,611-36.9% | $134,475-28.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -18.79% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $15,227 | $6,829+123.0% | $6,166+147.0% | $4,740+221.3% |
| Participant deferral / active EE | $46,193 | $8,986+414.1% | $8,363+452.3% | $6,400+621.8% |
| Admin fee / account holder | $11,839 | $13,783-14.1% | $11,616+1.9% | $11,426+3.6% |