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 | $76,405 | $168,632-54.7% | $147,614-48.2% | $125,391-39.1% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | -1.73% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-284.0pp |
| Employer contribution / active EE | $145,494 | $6,252+2227.1% | $5,564+2514.7% | $4,866+2890.0% |
| Participant deferral / active EE | $287,447 | $5,507+5119.8% | $4,895+5771.9% | $5,352+5271.3% |
| Admin fee / account holder | $699 | $13,580-94.9% | $11,611-94.0% | $9,540-92.7% |