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.)
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 | $738 | $173,340-99.6% | $136,007-99.5% | $145,959-99.5% |
| Participation rate | 33.3% | 80.5%-47.1pp | 76.5%-43.1pp | 80.3%-47.0pp |
| Annual return | 2739.50% | 1163.32%+1576.2pp | 579.32%+2160.2pp | 561.95%+2177.6pp |
| Employer contribution / active EE | $2,543 | $5,275-51.8% | $4,215-39.7% | $4,661-45.4% |
| Participant deferral / active EE | $6,685 | $8,699-23.2% | $7,024-4.8% | $6,689-0.1% |
| Admin fee / account holder | $25,036 | $9,954+151.5% | $6,858+265.1% | $13,398+86.9% |