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.
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 | $110,975 | $172,111-35.5% | $150,298-26.2% | $137,256-19.1% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | -45.23% | 69.37%-114.6pp | 62.79%-108.0pp | 220.34%-265.6pp |
| Employer contribution / active EE | $8,406 | $4,636+81.3% | $4,154+102.4% | $4,156+102.3% |
| Participant deferral / active EE | $26,260 | $6,166+325.9% | $5,453+381.6% | $6,407+309.9% |
| Admin fee / account holder | $13,816 | $16,471-16.1% | $14,116-2.1% | $12,270+12.6% |