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 4-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 | $16,548 | $70,606-76.6% | $53,898-69.3% | $142,382-88.4% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 19.17% | 619.81%-600.6pp | 528.60%-509.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,453 | $1,202+353.6% | $932+485.0% | $4,299+26.8% |
| Participant deferral / active EE | $13,089 | $2,364+453.7% | $1,826+616.7% | $6,507+101.1% |
| Admin fee / account holder | $435 | $2,852-84.8% | $2,491-82.5% | $12,624-96.6% |