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 | $109,633 | $117,841-7.0% | $102,423+7.0% | $145,922-24.9% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 16.85% | 31.65%-14.8pp | 29.32%-12.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,738 | $3,615-24.3% | $3,023-9.4% | $4,660-41.2% |
| Participant deferral / active EE | $9,125 | $5,731+59.2% | $5,053+80.6% | $6,688+36.4% |
| Admin fee / account holder | $13,842 | $13,326+3.9% | $9,451+46.5% | $13,397+3.3% |