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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $2,603,781 | $87,733+2867.8% | $106,548+2343.8% | $85,850+2933.0% |
| Participation rate | 7.1% | 71.9%-64.8pp | 76.1%-69.0pp | 69.3%-62.2pp |
| Annual return | 11.86% | 21.86%-10.0pp | 26.80%-14.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $63,942 | $6,767+844.9% | $7,407+763.2% | $6,260+921.5% |