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 | $67,271 | $299,959-77.6% | $185,823-63.8% | - |
| Participation rate | 34.3% | 61.2%-26.9pp | 81.7%-47.4pp | - |
| Annual return | 11.41% | 9.80%+1.6pp | 122.05%-110.6pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,167-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,568-100.0% | - |
| Admin fee / account holder | $11,940 | $47,864-75.1% | $16,237-26.5% | - |