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 5-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 | $14,532 | $111,724-87.0% | $93,606-84.5% | $145,922-90.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 16.58% | 202.98%-186.4pp | 133.20%-116.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,269 | $3,090-26.5% | $2,420-6.2% | $4,660-51.3% |
| Participant deferral / active EE | $2,571 | $4,912-47.6% | $4,411-41.7% | $6,688-61.6% |
| Admin fee / account holder | $3,990 | $10,250-61.1% | $8,285-51.8% | $13,397-70.2% |