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 | $41,083 | $152,509-73.1% | $117,472-65.0% | $134,475-69.4% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.93% | 52.99%-68.9pp | 29.74%-45.7pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,744 | $5,571-68.7% | $4,176-58.2% | $4,740-63.2% |
| Participant deferral / active EE | $2,813 | $4,818-41.6% | $4,070-30.9% | $6,400-56.0% |
| Admin fee / account holder | $555 | $7,004-92.1% | $5,645-90.2% | $11,426-95.1% |