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 | $236,203 | $124,319+90.0% | $111,297+112.2% | $167,490+41.0% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 19.92% | 37.44%-17.5pp | 54.65%-34.7pp | 478.56%-458.6pp |
| Employer contribution / active EE | $4,634 | $3,435+34.9% | $2,731+69.7% | $4,837-4.2% |
| Participant deferral / active EE | $13,920 | $5,180+168.7% | $4,487+210.2% | $6,341+119.5% |
| Admin fee / account holder | $36,760 | $10,618+246.2% | $7,964+361.6% | $12,309+198.6% |