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 | $5,371 | $84,402-93.6% | $61,373-91.2% | $134,475-96.0% |
| Participation rate | 19.0% | 62.2%-43.2pp | 52.6%-33.5pp | 81.2%-62.2pp |
| Annual return | -18.97% | 584.55%-603.5pp | 338.61%-357.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,400-100.0% |
| Admin fee / account holder | $839 | $2,585-67.5% | $2,130-60.6% | $11,426-92.7% |