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 | $88,197 | $116,175-24.1% | $93,606-5.8% | $152,861-42.3% |
| Participation rate | 33.3% | 78.0%-44.7pp | 75.8%-42.5pp | 82.4%-49.1pp |
| Annual return | 25.10% | 35.96%-10.9pp | 32.76%-7.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,358 | $3,218+35.4% | $2,718+60.3% | $4,762-8.5% |
| Participant deferral / active EE | $6,272 | $4,603+36.2% | $4,069+54.1% | $5,850+7.2% |
| Admin fee / account holder | $1,296 | $10,748-87.9% | $7,888-83.6% | $11,596-88.8% |