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 | $134,335 | $64,839+107.2% | $95,585+40.5% | $84,808+58.4% |
| Participation rate | 10.0% | 63.8%-53.8pp | 72.1%-62.1pp | 68.3%-58.3pp |
| Annual return | 14.98% | -670.96%+685.9pp | 38.56%-23.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,767 | $5,964-53.6% | $6,127-54.8% | $7,344-62.3% |