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 | $27,780 | $70,756-60.7% | $65,493-57.6% | $142,382-80.5% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 13.24% | 1754.89%-1741.7pp | 982.45%-969.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,389 | $2,881-51.8% | $2,574-46.1% | $4,299-67.7% |
| Participant deferral / active EE | $1,389 | $4,637-70.1% | $3,961-64.9% | $6,507-78.7% |
| Admin fee / account holder | $653 | $6,559-90.0% | $5,028-87.0% | $12,624-94.8% |