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 | $10,624 | $93,024-88.6% | $77,024-86.2% | $134,475-92.1% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -18.74% | 62.60%-81.3pp | 42.32%-61.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $9,249 | $3,418+170.6% | $2,812+228.9% | $4,740+95.1% |
| Participant deferral / active EE | $41,380 | $5,238+690.0% | $4,426+834.8% | $6,400+546.6% |
| Admin fee / account holder | $42,960 | $6,944+518.7% | $5,425+691.8% | $11,426+276.0% |