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 | $5,746 | $55,415-89.6% | $155,509-96.3% | $74,495-92.3% |
| Participation rate | 30.6% | 61.9%-31.3pp | 78.2%-47.5pp | 67.2%-36.6pp |
| Annual return | 10.76% | 268.50%-257.7pp | 64.67%-53.9pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $471 | $2,267-79.2% | $4,672-89.9% | $2,623-82.0% |
| Participant deferral / active EE | $832 | $2,836-70.7% | $5,626-85.2% | $4,346-80.9% |
| Admin fee / account holder | $1,429 | $1,738-17.8% | $15,912-91.0% | $1,942-26.4% |