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 | $95,266+163.7% | $82,389+204.9% | $142,382+76.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 13.67% | 25.74%-12.1pp | 28.67%-15.0pp | 217.08%-203.4pp |
| Employer contribution / active EE | $16,667 | $2,991+457.2% | $2,517+562.2% | $4,299+287.7% |
| Participant deferral / active EE | $4,593 | $4,809-4.5% | $4,155+10.6% | $6,507-29.4% |
| Admin fee / account holder | $1,676 | $8,563-80.4% | $7,231-76.8% | $12,624-86.7% |