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 | $203,799 | $99,877+104.0% | $84,966+139.9% | $145,922+39.7% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.0pp |
| Annual return | 13.95% | 83.76%-69.8pp | 66.38%-52.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $40,846 | $7,248+463.6% | $6,149+564.3% | $13,397+204.9% |