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 3-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $329,297 | $69,207+375.8% | $64,056+414.1% | $139,434+136.2% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 17.23% | 45.88%-28.7pp | 33.69%-16.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $45,412 | $3,182+1327.1% | $2,747+1553.4% | $4,751+855.9% |
| Participant deferral / active EE | $66,310 | $4,682+1316.4% | $3,880+1609.0% | $6,710+888.2% |
| Admin fee / account holder | $20,289 | $4,244+378.0% | $3,068+561.3% | $11,403+77.9% |