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.)
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 | $173,648 | $183,519-5.4% | $155,509+11.7% | $145,922+19.0% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 9.93% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.4pp |
| Employer contribution / active EE | $5,009 | $5,313-5.7% | $4,672+7.2% | $4,660+7.5% |
| Participant deferral / active EE | $6,269 | $6,462-3.0% | $5,626+11.4% | $6,688-6.3% |
| Admin fee / account holder | $16,716 | $19,313-13.4% | $15,912+5.1% | $13,397+24.8% |