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 8-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 | $22,768 | $169,032-86.5% | $129,207-82.4% | $145,922-84.4% |
| Participation rate | 55.6% | 76.4%-20.9pp | 69.6%-14.1pp | 80.3%-24.7pp |
| Annual return | 13.26% | 14330.11%-14316.9pp | 9417.33%-9404.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $19,003 | $5,537+243.2% | $4,153+357.5% | $4,660+307.8% |
| Participant deferral / active EE | $9,871 | $4,987+97.9% | $4,168+136.9% | $6,688+47.6% |
| Admin fee / account holder | $1,255 | $9,954-87.4% | $7,715-83.7% | $13,397-90.6% |