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 | $40,704 | $88,583-54.0% | $88,497-54.0% | $273,961-85.1% |
| Participation rate | 53.8% | 83.5%-29.6pp | 82.4%-28.6pp | 83.0%-29.2pp |
| Annual return | 4.93% | 5.68%-0.8pp | 7.63%-2.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,939 | $8,980-33.9% | $6,220-4.5% | $10,132-41.4% |