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 5-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 | $24,632 | $177,572-86.1% | $154,803-84.1% | $142,382-82.7% |
| Participation rate | 10.0% | 82.1%-72.1pp | 78.1%-68.1pp | 80.1%-70.1pp |
| Annual return | 17.02% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $12,382 | $16,786-26.2% | $14,329-13.6% | $12,624-1.9% |