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 | $28,508 | $78,672-63.8% | $109,143-73.9% | $85,850-66.8% |
| Participation rate | 47.6% | 68.3%-20.7pp | 75.9%-28.3pp | 69.3%-21.7pp |
| Annual return | 16.30% | 25.09%-8.8pp | 25.75%-9.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,244 | $5,469-40.7% | $6,752-52.0% | $6,260-48.2% |