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 | $2,367 | $183,519-98.7% | $155,509-98.5% | $145,922-98.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 15.51% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $16,328 | $5,313+207.3% | $4,672+249.5% | $4,660+250.4% |
| Participant deferral / active EE | $27,832 | $6,462+330.7% | $5,626+394.7% | $6,688+316.2% |
| Admin fee / account holder | $1,692 | $19,313-91.2% | $15,912-89.4% | $13,397-87.4% |