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 | $47,367 | $183,519-74.2% | $155,509-69.5% | $145,922-67.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 9.16% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,000 | $5,313-24.7% | $4,672-14.4% | $4,660-14.2% |
| Participant deferral / active EE | $37,611 | $6,462+482.0% | $5,626+568.5% | $6,688+462.4% |
| Admin fee / account holder | $238,741 | $19,313+1136.2% | $15,912+1400.4% | $13,397+1682.1% |