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 | $32,051 | $104,974-69.5% | $95,585-66.5% | $142,382-77.5% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 13.83% | 210.33%-196.5pp | 38.56%-24.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,711 | $2,779+69.5% | $2,527+86.5% | $4,299+9.6% |
| Participant deferral / active EE | $21,054 | $4,352+383.8% | $4,023+423.4% | $6,507+223.5% |
| Admin fee / account holder | $26,120 | $6,386+309.0% | $6,127+326.3% | $12,624+106.9% |