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 9-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 | $117,495 | $111,754+5.1% | $103,333+13.7% | $145,922-19.5% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 15.61% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $17,371 | $4,212+312.4% | $3,868+349.1% | $4,660+272.8% |
| Participant deferral / active EE | $40,444 | $5,619+619.8% | $5,057+699.7% | $6,688+504.7% |
| Admin fee / account holder | $5,887 | $9,750-39.6% | $8,355-29.5% | $13,397-56.1% |