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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $13,442 | $56,317-76.1% | $71,209-81.1% | $74,304-81.9% |
| Participation rate | 68.8% | 55.1%+13.7pp | 73.8%-4.9pp | 60.3%+8.5pp |
| Annual return | 13.96% | 42.83%-28.9pp | 282.51%-268.5pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,648 | $2,788-40.9% | $4,175-60.5% | $3,767-56.2% |
| Admin fee / account holder | $2,050 | $2,290-10.5% | $5,349-61.7% | $2,969-31.0% |