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 | $53,188 | $109,982-51.6% | $97,226-45.3% | $145,922-63.6% |
| Participation rate | 0.0% | 75.9%-75.9pp | 72.7%-72.7pp | 80.3%-80.3pp |
| Annual return | 10.90% | 242.90%-232.0pp | 75.13%-64.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $14,858 | $3,084+381.8% | $2,729+444.5% | $4,660+218.9% |
| Participant deferral / active EE | $42,722 | $4,676+813.7% | $4,264+902.0% | $6,688+538.8% |
| Admin fee / account holder | $52,764 | $6,221+748.2% | $5,654+833.3% | $13,397+293.8% |