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 | $27,221 | $214,378-87.3% | $200,582-86.4% | $142,382-80.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 77.72% | 46.41%+31.3pp | 42.33%+35.4pp | 217.08%-139.4pp |
| Employer contribution / active EE | $20,213 | $6,841+195.5% | $6,419+214.9% | $4,299+370.2% |
| Participant deferral / active EE | $83,476 | $9,865+746.2% | $9,331+794.6% | $6,507+1182.8% |
| Admin fee / account holder | $31,616 | $17,692+78.7% | $16,305+93.9% | $12,624+150.4% |