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 | $24,197 | $97,125-75.1% | $86,233-71.9% | $137,256-82.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | 17.59% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,833 | $2,841-0.3% | $2,504+13.1% | $4,156-31.8% |
| Participant deferral / active EE | $5,956 | $5,180+15.0% | $4,559+30.6% | $6,407-7.0% |
| Admin fee / account holder | $877 | $9,725-91.0% | $8,342-89.5% | $12,270-92.9% |