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 | $45,191 | $138,065-67.3% | $123,544-63.4% | $135,375-66.6% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -6.10% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $6,150 | $5,151+19.4% | $4,628+32.9% | $4,779+28.7% |
| Participant deferral / active EE | $10,537 | $6,799+55.0% | $6,426+64.0% | $5,609+87.9% |
| Admin fee / account holder | $611 | $10,916-94.4% | $9,284-93.4% | $10,827-94.4% |