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 10-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 | $173,127 | $107,334+61.3% | $92,893+86.4% | $152,861+13.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 19.02% | 145.58%-126.6pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $15,138 | $4,221+258.6% | $3,653+314.4% | $4,762+217.9% |
| Participant deferral / active EE | $8,194 | $4,845+69.1% | $4,236+93.4% | $5,850+40.1% |
| Admin fee / account holder | $17,004 | $7,079+140.2% | $5,794+193.5% | $11,596+46.6% |