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 | $7,510 | $179,726-95.8% | $156,263-95.2% | $142,382-94.7% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | 22.27% | 77.86%-55.6pp | 59.47%-37.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $19,916 | $5,069+292.9% | $4,333+359.6% | $4,299+363.3% |
| Participant deferral / active EE | $33,145 | $6,956+376.5% | $6,158+438.2% | $6,507+409.4% |
| Admin fee / account holder | $12,460 | $17,272-27.9% | $14,255-12.6% | $12,624-1.3% |