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 | $59,551 | $197,591-69.9% | $177,821-66.5% | $158,922-62.5% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.7%-62.7pp | 82.0%-57.0pp |
| Annual return | 13.85% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $4,155 | $6,697-38.0% | $5,918-29.8% | $4,761-12.7% |
| Participant deferral / active EE | $5,618 | $8,405-33.2% | $7,714-27.2% | $5,982-6.1% |
| Admin fee / account holder | $10,621 | $15,399-31.0% | $12,427-14.5% | $11,246-5.6% |