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 | $32,957 | $67,823-51.4% | $52,425-37.1% | $137,256-76.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 55.6%-55.6pp | 80.0%-80.0pp |
| Annual return | 16.05% | 219.11%-203.1pp | 302.12%-286.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $12,706 | $1,163+992.5% | $914+1289.8% | $4,156+205.7% |
| Participant deferral / active EE | $30,206 | $2,288+1220.2% | $1,790+1587.1% | $6,407+371.5% |
| Admin fee / account holder | $14,824 | $2,844+421.2% | $2,495+494.2% | $12,270+20.8% |