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 8-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 | $18,984 | $102,604-81.5% | $86,188-78.0% | $139,434-86.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 15.50% | 1922.51%-1907.0pp | 1168.45%-1152.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $10,162 | $3,032+235.1% | $2,380+326.9% | $4,751+113.9% |
| Participant deferral / active EE | $36,548 | $4,676+681.7% | $3,985+817.1% | $6,710+444.7% |
| Admin fee / account holder | $14,312 | $8,657+65.3% | $6,852+108.9% | $11,403+25.5% |