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 | $158,035 | $127,100+24.3% | $105,738+49.5% | $135,375+16.7% |
| Participation rate | 37.5% | 82.7%-45.2pp | 76.3%-38.8pp | 82.6%-45.1pp |
| Annual return | -5.45% | 4.49%-9.9pp | 6.27%-11.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,833 | $9,087+41.2% | $6,913+85.6% | $10,827+18.5% |