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 | $82,219 | $106,749-23.0% | $145,433-43.5% | $82,448-0.3% |
| Participation rate | 3.6% | 75.6%-72.1pp | 82.1%-78.5pp | 68.1%-64.5pp |
| Annual return | 21.72% | 27.59%-5.9pp | 66.58%-44.9pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,767 | $8,390+123.7% | $13,129+42.9% | $7,234+159.4% |