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 | $42,909 | $99,640-56.9% | $86,436-50.4% | $134,475-68.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -14.51% | 6782.58%-6797.1pp | 4394.89%-4409.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $5,277 | $4,400+19.9% | $3,769+40.0% | $4,740+11.3% |
| Participant deferral / active EE | $7,896 | $7,246+9.0% | $6,952+13.6% | $6,400+23.4% |
| Admin fee / account holder | $2,743 | $8,371-67.2% | $6,731-59.3% | $11,426-76.0% |