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 | $27,838 | $177,572-84.3% | $154,803-82.0% | $142,382-80.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 11.42% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,059 | $4,810-36.4% | $4,305-29.0% | $4,299-28.8% |
| Participant deferral / active EE | $4,921 | $6,272-21.5% | $5,540-11.2% | $6,507-24.4% |
| Admin fee / account holder | $11,868 | $16,786-29.3% | $14,329-17.2% | $12,624-6.0% |