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.
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 | $14,850 | $210,648-93.0% | $177,989-91.7% | $145,922-89.8% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.81% | 385.86%-377.1pp | 294.48%-285.7pp | 561.29%-552.5pp |
| Employer contribution / active EE | $14,988 | $4,565+228.4% | $3,949+279.6% | $4,660+221.7% |
| Participant deferral / active EE | $27,502 | $6,958+295.3% | $6,276+338.2% | $6,688+311.2% |
| Admin fee / account holder | $12,116 | $12,013+0.9% | $10,363+16.9% | $13,397-9.6% |