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 6-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 | $13,691 | $111,754-87.7% | $103,333-86.8% | $145,922-90.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.52% | 24.77%-11.2pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $32,568 | $4,212+673.1% | $3,868+742.0% | $4,660+598.9% |
| Participant deferral / active EE | $36,325 | $5,619+546.5% | $5,057+618.3% | $6,688+443.2% |
| Admin fee / account holder | $15,442 | $9,750+58.4% | $8,355+84.8% | $13,397+15.3% |