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 | $40,692 | $100,852-59.7% | $90,404-55.0% | $158,922-74.4% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 16.07% | 1724.20%-1708.1pp | 1293.02%-1276.9pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,586 | $3,689-29.9% | $3,262-20.7% | $4,761-45.7% |
| Participant deferral / active EE | $7,832 | $4,348+80.1% | $3,963+97.6% | $5,982+30.9% |
| Admin fee / account holder | $42,789 | $6,501+558.2% | $5,611+662.6% | $11,246+280.5% |