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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 | $116,167-99.1% | $64,489-98.3% | $137,256-99.2% |
| Participation rate | 0.0% | 68.2%-68.2pp | 67.7%-67.7pp | 80.0%-80.0pp |
| Annual return | 0.00% | 36.55%-36.5pp | 55.03%-55.0pp | 220.34%-220.3pp |
| Employer contribution / active EE | $7,330 | $2,483+195.2% | $1,523+381.3% | $4,156+76.4% |
| Participant deferral / active EE | $9,269 | $4,215+119.9% | $2,778+233.6% | $6,407+44.7% |
| Admin fee / account holder | $785 | $6,188-87.3% | $4,260-81.6% | $12,270-93.6% |