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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $956,983 | $118,427+708.1% | $66,042+1349.0% | $142,382+572.1% |
| Participation rate | 60.0% | 68.1%-8.1pp | 67.5%-7.5pp | 80.1%-20.1pp |
| Annual return | 9.66% | 35.57%-25.9pp | 52.11%-42.5pp | 217.08%-207.4pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,835-100.0% | $6,507-100.0% |
| Admin fee / account holder | $26,303 | $9,593+174.2% | $5,747+357.7% | $12,624+108.4% |