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 | $51,182 | $81,632-37.3% | $70,449-27.3% | $158,922-67.8% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.1%-35.1pp | 82.0%-42.0pp |
| Annual return | 6.13% | 208.40%-202.3pp | 109.03%-102.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,301 | $3,217-59.6% | $2,737-52.5% | $4,761-72.7% |
| Participant deferral / active EE | $1,301 | $4,554-71.4% | $3,709-64.9% | $5,982-78.2% |
| Admin fee / account holder | $2,059 | $6,193-66.7% | $3,845-46.4% | $11,246-81.7% |