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 | $64,800 | $179,726-63.9% | $156,263-58.5% | $142,382-54.5% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.9%-53.9pp | 80.1%-55.1pp |
| Annual return | 16.11% | 77.86%-61.7pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $34,034 | $5,069+571.4% | $4,333+685.5% | $4,299+691.7% |
| Participant deferral / active EE | $59,972 | $6,956+762.2% | $6,158+873.8% | $6,507+821.6% |
| Admin fee / account holder | $8,115 | $17,272-53.0% | $14,255-43.1% | $12,624-35.7% |