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 6-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 | $94,358 | $197,591-52.2% | $177,821-46.9% | $158,922-40.6% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 20.56% | 58.76%-38.2pp | 48.32%-27.8pp | 302.83%-282.3pp |
| Employer contribution / active EE | $8,523 | $6,697+27.3% | $5,918+44.0% | $4,761+79.0% |
| Participant deferral / active EE | $16,398 | $8,405+95.1% | $7,714+112.6% | $5,982+174.1% |
| Admin fee / account holder | $5,849 | $15,399-62.0% | $12,427-52.9% | $11,246-48.0% |