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.)
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.
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 | $1,594 | $90,348-98.2% | $75,972-97.9% | $145,922-98.9% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.1%-39.1pp | 80.3%-50.3pp |
| Annual return | 14.81% | 620.88%-606.1pp | 359.55%-344.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,289 | $3,311+29.5% | $2,685+59.8% | $4,660-7.9% |
| Participant deferral / active EE | $10,062 | $5,162+94.9% | $4,255+136.4% | $6,688+50.4% |
| Admin fee / account holder | $911 | $8,467-89.2% | $6,467-85.9% | $13,397-93.2% |