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 | $137,351 | $110,257+24.6% | $96,544+42.3% | $139,434-1.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 18.90% | 26.32%-7.4pp | 25.84%-6.9pp | 372.94%-354.0pp |
| Employer contribution / active EE | $7,397 | $3,620+104.3% | $2,965+149.5% | $4,751+55.7% |
| Participant deferral / active EE | $14,363 | $5,548+158.9% | $4,851+196.1% | $6,710+114.0% |
| Admin fee / account holder | $23,021 | $11,591+98.6% | $8,252+179.0% | $11,403+101.9% |