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 | $111,630 | $73,515+51.8% | $62,995+77.2% | $147,584-24.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 15.99% | 175.43%-159.4pp | 87.57%-71.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $4,115 | $3,320+23.9% | $2,759+49.2% | $4,876-15.6% |
| Participant deferral / active EE | $8,230 | $4,185+96.7% | $3,329+147.2% | $5,439+51.3% |
| Admin fee / account holder | $1,782 | $5,953-70.1% | $3,600-50.5% | $10,885-83.6% |