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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,890 | $82,917-84.5% | $103,333-87.5% | $77,643-83.4% |
| Participation rate | 68.0% | 71.6%-3.6pp | 74.5%-6.5pp | 70.6%-2.6pp |
| Annual return | -87.12% | 19.13%-106.2pp | 24.88%-112.0pp | 31.24%-118.4pp |
| Employer contribution / active EE | $6,429 | $3,552+81.0% | $3,868+66.2% | $2,726+135.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $3,042 | $638+376.8% | $8,355-63.6% | $430+606.8% |