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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,448 | $117,983-94.5% | $101,794-93.7% | $142,382-95.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 5.41% | 36.92%-31.5pp | 30.53%-25.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $68 | $2,773-97.5% | $2,289-97.0% | $4,299-98.4% |
| Participant deferral / active EE | $14,025 | $4,714+197.5% | $4,084+243.4% | $6,507+115.5% |
| Admin fee / account holder | $21,573 | $10,433+106.8% | $8,777+145.8% | $12,624+70.9% |