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 | $82,727 | $180,749-54.2% | $160,784-48.5% | $137,256-39.7% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 12.37% | 2234.46%-2222.1pp | 1803.92%-1791.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,333 | $4,155-67.9% | $3,733-64.3% | $4,156-67.9% |
| Participant deferral / active EE | $9,500 | $6,844+38.8% | $6,293+51.0% | $6,407+48.3% |
| Admin fee / account holder | $521 | $10,397-95.0% | $9,717-94.6% | $12,270-95.8% |