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 | $54,024 | $100,754-46.4% | $86,677-37.7% | $134,475-59.8% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -6.38% | 29.04%-35.4pp | 35.91%-42.3pp | 417.96%-424.3pp |
| Employer contribution / active EE | $15,556 | $3,489+345.8% | $2,836+448.4% | $4,740+228.2% |
| Participant deferral / active EE | $3,253 | $5,338-39.1% | $4,656-30.1% | $6,400-49.2% |
| Admin fee / account holder | $16,278 | $10,926+49.0% | $7,493+117.2% | $11,426+42.5% |