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 | $56,534 | $106,515-46.9% | $96,683-41.5% | $139,434-59.5% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 13.06% | 38.43%-25.4pp | 35.69%-22.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $20,296 | $4,103+394.7% | $3,737+443.1% | $4,751+327.2% |
| Participant deferral / active EE | $55,204 | $5,454+912.2% | $4,878+1031.7% | $6,710+722.7% |
| Admin fee / account holder | $10,033 | $7,877+27.4% | $6,730+49.1% | $11,403-12.0% |