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 | $15,880 | $70,606-77.5% | $53,898-70.5% | $142,382-88.8% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 19.31% | 619.81%-600.5pp | 528.60%-509.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $17,270 | $1,202+1336.6% | $932+1752.8% | $4,299+301.7% |
| Participant deferral / active EE | $7,293 | $2,364+208.5% | $1,826+299.3% | $6,507+12.1% |
| Admin fee / account holder | $917 | $2,852-67.9% | $2,491-63.2% | $12,624-92.7% |