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 | $1,084 | $118,427-99.1% | $66,042-98.4% | $142,382-99.2% |
| Participation rate | 0.0% | 68.1%-68.1pp | 67.5%-67.5pp | 80.1%-80.1pp |
| Annual return | 0.00% | 35.57%-35.6pp | 52.11%-52.1pp | 217.08%-217.1pp |
| Employer contribution / active EE | $7,330 | $2,570+185.3% | $1,579+364.1% | $4,299+70.5% |
| Participant deferral / active EE | $9,269 | $4,311+115.0% | $2,835+226.9% | $6,507+42.4% |
| Admin fee / account holder | $785 | $9,593-91.8% | $5,747-86.3% | $12,624-93.8% |