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 | $65,216 | $118,450-44.9% | $98,439-33.8% | $139,434-53.2% |
| Participation rate | 29.4% | 77.4%-48.0pp | 75.2%-45.7pp | 80.3%-50.9pp |
| Annual return | 11.44% | 18.94%-7.5pp | 21.16%-9.7pp | 372.94%-361.5pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $14,418 | $14,026+2.8% | $8,948+61.1% | $11,403+26.4% |