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 | $57,384 | $67,331-14.8% | $60,874-5.7% | $134,475-57.3% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.1%-53.1pp | 81.2%-61.2pp |
| Annual return | -1.85% | 49.93%-51.8pp | 16.90%-18.7pp | 417.96%-419.8pp |
| Employer contribution / active EE | $4,059 | $3,096+31.1% | $2,701+50.2% | $4,740-14.4% |
| Participant deferral / active EE | $8,220 | $4,538+81.1% | $3,817+115.4% | $6,400+28.4% |
| Admin fee / account holder | $682 | $4,582-85.1% | $3,224-78.9% | $11,426-94.0% |