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 | $42,046 | $107,452-60.9% | $91,541-54.1% | $142,382-70.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 13.36% | 22.06%-8.7pp | 20.50%-7.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $6,305 | $2,994+110.6% | $2,505+151.7% | $4,299+46.7% |
| Participant deferral / active EE | $38,119 | $4,754+701.8% | $4,008+851.1% | $6,507+485.8% |
| Admin fee / account holder | $35,233 | $8,834+298.8% | $6,956+406.5% | $12,624+179.1% |