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 | $67,809 | $135,635-50.0% | $110,238-38.5% | $135,375-49.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -6.98% | 513.19%-520.2pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,553 | $4,906-7.2% | $3,826+19.0% | $4,779-4.7% |
| Participant deferral / active EE | $26,348 | $5,506+378.5% | $4,672+464.0% | $5,609+369.8% |
| Admin fee / account holder | $20,776 | $11,457+81.3% | $8,547+143.1% | $10,827+91.9% |