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 4-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 | $27,745 | $99,877-72.2% | $84,966-67.3% | $145,922-81.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 15.89% | 83.76%-67.9pp | 66.38%-50.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $162,228 | $3,231+4920.4% | $2,727+5848.8% | $4,660+3381.6% |
| Participant deferral / active EE | $246,006 | $5,291+4549.9% | $4,519+5343.4% | $6,688+3578.5% |
| Admin fee / account holder | $4,096 | $7,248-43.5% | $6,149-33.4% | $13,397-69.4% |