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 9-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 | $25,322 | $104,486-75.8% | $76,817-67.0% | $152,861-83.4% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.4%-32.4pp |
| Annual return | 12.95% | 1013.37%-1000.4pp | 1166.11%-1153.2pp | 345.32%-332.4pp |
| Employer contribution / active EE | $6,822 | $3,116+119.0% | $2,302+196.3% | $4,762+43.3% |
| Participant deferral / active EE | $10,599 | $4,236+150.2% | $3,336+217.7% | $5,850+81.2% |
| Admin fee / account holder | $29,915 | $12,275+143.7% | $6,420+366.0% | $11,596+158.0% |