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.
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 | $855 | $132,049-99.4% | $200,582-99.6% | $74,304-98.8% |
| Participation rate | 31.5% | 84.1%-52.5pp | 86.9%-55.4pp | 60.3%-28.8pp |
| Annual return | -16.90% | 22.22%-39.1pp | 42.33%-59.2pp | 29.43%-46.3pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $561 | $2,405-76.7% | $16,305-96.6% | $2,969-81.1% |