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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,190 | $106,515-31.3% | $96,683-24.3% | $139,434-47.5% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 21.85% | 38.43%-16.6pp | 35.69%-13.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $441 | $4,103-89.3% | $3,737-88.2% | $4,751-90.7% |
| Participant deferral / active EE | $39,139 | $5,454+617.6% | $4,878+702.3% | $6,710+483.3% |
| Admin fee / account holder | $5,869 | $7,877-25.5% | $6,730-12.8% | $11,403-48.5% |