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 | $31,750 | $100,773-68.5% | $88,946-64.3% | $142,382-77.7% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.8%-68.8pp | 80.1%-80.1pp |
| Annual return | 10.86% | 70.18%-59.3pp | 57.82%-47.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $7,903 | $2,918+170.9% | $2,555+209.3% | $4,299+83.8% |
| Participant deferral / active EE | $10,299 | $5,230+96.9% | $4,581+124.8% | $6,507+58.3% |
| Admin fee / account holder | $25,389 | $9,693+161.9% | $8,261+207.3% | $12,624+101.1% |