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 9-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 | $15,347 | $111,535-86.2% | $105,223-85.4% | $137,256-88.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.64% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,028 | $3,939+2.3% | $3,689+9.2% | $4,156-3.1% |
| Participant deferral / active EE | $6,828 | $5,500+24.2% | $5,072+34.6% | $6,407+6.6% |
| Admin fee / account holder | $4,838 | $9,721-50.2% | $8,859-45.4% | $12,270-60.6% |