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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,399 | $209,832-67.9% | $189,513-64.4% | $167,490-59.8% |
| Participation rate | 25.0% | 88.7%-63.7pp | 87.8%-62.8pp | 82.1%-57.1pp |
| Annual return | 13.68% | 748.27%-734.6pp | 555.15%-541.5pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,250 | $6,914-81.9% | $6,162-79.7% | $4,837-74.2% |
| Participant deferral / active EE | $5,269 | $8,935-41.0% | $8,221-35.9% | $6,341-16.9% |
| Admin fee / account holder | $5,060 | $14,293-64.6% | $12,045-58.0% | $12,309-58.9% |