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 | $188,854 | $154,365+22.3% | $130,231+45.0% | $139,434+35.4% |
| Participation rate | 57.1% | 79.9%-22.8pp | 76.3%-19.1pp | 80.3%-23.2pp |
| Annual return | 15.99% | 30.34%-14.4pp | 38.77%-22.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,208 | $5,170-76.6% | $4,126-70.7% | $4,751-74.6% |
| Participant deferral / active EE | $10,799 | $8,498+27.1% | $6,799+58.8% | $6,710+60.9% |
| Admin fee / account holder | $6,949 | $9,214-24.6% | $6,020+15.4% | $11,403-39.1% |