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 | $20,208 | $59,097-65.8% | $82,389-75.5% | $74,304-72.8% |
| Participation rate | 19.2% | 52.8%-33.6pp | 69.5%-50.3pp | 60.3%-41.1pp |
| Annual return | 17.38% | 22.85%-5.5pp | 28.67%-11.3pp | 29.43%-12.1pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,775-100.0% | $4,155-100.0% | $3,767-100.0% |
| Admin fee / account holder | $2,216 | $4,489-50.6% | $7,231-69.4% | $2,969-25.4% |