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 | $42,098 | $173,345-75.7% | $136,007-69.0% | $145,922-71.2% |
| Participation rate | 0.0% | 80.5%-80.5pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 13.55% | 1163.32%-1149.8pp | 579.32%-565.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $11,761 | $5,278+122.8% | $4,217+178.9% | $4,660+152.4% |
| Participant deferral / active EE | $23,000 | $8,699+164.4% | $7,025+227.4% | $6,688+243.9% |
| Admin fee / account holder | $1,235 | $9,954-87.6% | $6,858-82.0% | $13,397-90.8% |