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 | $134,490 | $183,592-26.7% | $155,567-13.5% | $145,959-7.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 12.95% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,767 | $5,315-66.8% | $4,674-62.2% | $4,661-62.1% |
| Participant deferral / active EE | $10,018 | $6,464+55.0% | $5,628+78.0% | $6,689+49.8% |
| Admin fee / account holder | $25,335 | $19,318+31.1% | $15,916+59.2% | $13,398+89.1% |