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 | $60,539 | $109,982-45.0% | $97,226-37.7% | $145,922-58.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 22.26% | 242.90%-220.6pp | 75.13%-52.9pp | 561.29%-539.0pp |
| Employer contribution / active EE | $35,704 | $3,084+1057.8% | $2,729+1208.4% | $4,660+666.2% |
| Participant deferral / active EE | $86,782 | $4,676+1756.0% | $4,264+1935.4% | $6,688+1197.6% |
| Admin fee / account holder | $255,429 | $6,221+4006.2% | $5,654+4418.1% | $13,397+1806.6% |