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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,769 | $86,699-16.1% | $73,307-0.7% | $125,391-42.0% |
| Participation rate | 25.0% | 78.6%-53.6pp | 74.9%-49.9pp | 83.2%-58.2pp |
| Annual return | 1.33% | 2.78%-1.5pp | 5.67%-4.3pp | 282.22%-280.9pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,694 | $5,550+74.7% | $4,991+94.2% | $5,352+81.1% |
| Admin fee / account holder | $7,547 | $7,771-2.9% | $5,637+33.9% | $9,540-20.9% |