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 10-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 | $97,714 | $167,484-41.7% | $151,611-35.5% | $134,475-27.3% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 81.2%-81.2pp |
| Annual return | -6.36% | 7.80%-14.2pp | 3.33%-9.7pp | 417.96%-424.3pp |
| Employer contribution / active EE | $106,293 | $6,829+1456.5% | $6,166+1623.9% | $4,740+2142.6% |
| Participant deferral / active EE | $61,433 | $8,986+583.7% | $8,363+634.5% | $6,400+859.9% |
| Admin fee / account holder | $15,042 | $13,783+9.1% | $11,616+29.5% | $11,426+31.6% |