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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,199 | $117,841-62.5% | $102,423-56.8% | $145,922-69.7% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 13.63% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2 | $3,615-99.9% | $3,023-99.9% | $4,660-100.0% |
| Participant deferral / active EE | $245,350 | $5,731+4181.3% | $5,053+4755.6% | $6,688+3568.7% |
| Admin fee / account holder | $380,345 | $13,326+2754.2% | $9,451+3924.5% | $13,397+2739.0% |