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.
Participant 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.)
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 | $2,443 | $50,815-95.2% | $155,509-98.4% | $77,643-96.9% |
| Participation rate | 41.9% | 63.1%-21.2pp | 78.2%-36.3pp | 70.6%-28.6pp |
| Annual return | 59.48% | 34.80%+24.7pp | 64.67%-5.2pp | 31.24%+28.2pp |
| Employer contribution / active EE | $466 | $1,993-76.6% | $4,672-90.0% | $2,726-82.9% |
| Participant deferral / active EE | $752 | $2,822-73.3% | $5,626-86.6% | $4,647-83.8% |
| Admin fee / account holder | $635 | $437+45.3% | $15,912-96.0% | $430+47.4% |