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 | $9,390 | $183,519-94.9% | $155,509-94.0% | $145,922-93.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -37.97% | 61.17%-99.1pp | 64.67%-102.6pp | 561.29%-599.3pp |
| Employer contribution / active EE | $4,972 | $5,313-6.4% | $4,672+6.4% | $4,660+6.7% |
| Participant deferral / active EE | $30,783 | $6,462+376.3% | $5,626+447.1% | $6,688+360.3% |
| Admin fee / account holder | $1,711 | $19,313-91.1% | $15,912-89.2% | $13,397-87.2% |