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 7-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 | $27,473 | $159,602-82.8% | $150,045-81.7% | $142,382-80.7% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 18.13% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,244 | $4,961-34.6% | $4,693-30.9% | $4,299-24.5% |
| Participant deferral / active EE | $4,139 | $8,310-50.2% | $7,997-48.2% | $6,507-36.4% |
| Admin fee / account holder | $621 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |