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 | $98,908 | $189,613-47.8% | $167,512-41.0% | $142,382-30.5% |
| Participation rate | 61.5% | 80.1%-18.6pp | 77.1%-15.5pp | 80.1%-18.6pp |
| Annual return | 13.24% | 2024.68%-2011.4pp | 1615.79%-1602.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,320 | $4,349+22.3% | $3,882+37.1% | $4,299+23.8% |
| Participant deferral / active EE | $14,595 | $6,981+109.1% | $6,405+127.9% | $6,507+124.3% |
| Admin fee / account holder | $14,119 | $10,528+34.1% | $9,769+44.5% | $12,624+11.8% |