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 | $88,222 | $110,257-20.0% | $96,544-8.6% | $139,434-36.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 13.63% | 26.32%-12.7pp | 25.84%-12.2pp | 372.94%-359.3pp |
| Employer contribution / active EE | $61,015 | $3,620+1585.6% | $2,965+1957.9% | $4,751+1184.3% |
| Participant deferral / active EE | $72,029 | $5,548+1198.3% | $4,851+1384.9% | $6,710+973.4% |
| Admin fee / account holder | $50,203 | $11,591+333.1% | $8,252+508.4% | $11,403+340.3% |