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 | $194,300 | $160,055+21.4% | $140,016+38.8% | $135,375+43.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 0.54% | 911.38%-910.8pp | 651.12%-650.6pp | 519.73%-519.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,671 | $13,328+17.6% | $10,705+46.4% | $10,827+44.7% |