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 | $46,548 | $202,432-77.0% | $169,368-72.5% | $139,434-66.6% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.63% | 531.74%-519.1pp | 405.60%-393.0pp | 372.94%-360.3pp |
| Employer contribution / active EE | $4,000 | $4,692-14.8% | $4,013-0.3% | $4,751-15.8% |
| Participant deferral / active EE | $4,932 | $6,938-28.9% | $6,221-20.7% | $6,710-26.5% |
| Admin fee / account holder | $30,884 | $10,708+188.4% | $9,003+243.0% | $11,403+170.9% |