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 | $90,613 | $185,822-51.2% | $169,993-46.7% | $139,434-35.0% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 12.14% | 60.50%-48.4pp | 53.37%-41.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $17,177 | $7,590+126.3% | $6,785+153.2% | $4,751+261.6% |
| Participant deferral / active EE | $23,491 | $11,622+102.1% | $10,408+125.7% | $6,710+250.1% |
| Admin fee / account holder | $17,397 | $15,381+13.1% | $12,815+35.8% | $11,403+52.6% |