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 | $36,792 | $70,756-48.0% | $65,493-43.8% | $142,382-74.2% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 15.58% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,120 | $2,881+147.2% | $2,574+176.6% | $4,299+65.6% |
| Participant deferral / active EE | $7,915 | $4,637+70.7% | $3,961+99.8% | $6,507+21.6% |
| Admin fee / account holder | $19,118 | $6,559+191.5% | $5,028+280.2% | $12,624+51.4% |