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 9-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 | $40,242 | $165,335-75.7% | $149,696-73.1% | $158,922-74.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 12.88% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,095 | $5,103-78.5% | $4,644-76.4% | $4,761-77.0% |
| Participant deferral / active EE | $3,060 | $7,181-57.4% | $6,842-55.3% | $5,982-48.8% |
| Admin fee / account holder | $2,620 | $10,807-75.8% | $9,309-71.9% | $11,246-76.7% |