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 | $34,974 | $95,266-63.3% | $82,389-57.5% | $142,382-75.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 13.25% | 25.74%-12.5pp | 28.67%-15.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $594 | $2,991-80.1% | $2,517-76.4% | $4,299-86.2% |
| Participant deferral / active EE | $60,825 | $4,809+1164.8% | $4,155+1364.0% | $6,507+834.7% |
| Admin fee / account holder | $23,650 | $8,563+176.2% | $7,231+227.1% | $12,624+87.3% |