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 | $63,139 | $65,561-3.7% | $86,188-26.7% | $75,163-16.0% |
| Participation rate | 17.1% | 60.5%-43.3pp | 69.0%-51.8pp | 67.2%-50.0pp |
| Annual return | 19.69% | 46.05%-26.4pp | 1168.45%-1148.8pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,964 | $5,474-45.8% | $6,852-56.7% | $5,651-47.5% |