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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,236 | $87,166+188.2% | $76,735+227.4% | $137,256+83.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 13.67% | 26.50%-12.8pp | 29.77%-16.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $16,667 | $2,904+473.9% | $2,454+579.1% | $4,156+301.0% |
| Participant deferral / active EE | $4,593 | $4,726-2.8% | $4,088+12.4% | $6,407-28.3% |
| Admin fee / account holder | $1,676 | $8,403-80.0% | $7,189-76.7% | $12,270-86.3% |