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.)
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 | $28,498 | $84,685-66.3% | $142,942-80.1% | $67,986-58.1% |
| Participation rate | 47.4% | 61.4%-14.0pp | 76.8%-29.5pp | 57.2%-9.8pp |
| Annual return | 18.50% | 35.89%-17.4pp | 113.70%-95.2pp | 31.67%-13.2pp |
| Employer contribution / active EE | $950 | $2,263-58.0% | $4,139-77.0% | $2,019-52.9% |
| Participant deferral / active EE | $1,387 | $3,832-63.8% | $7,128-80.5% | $3,358-58.7% |
| Admin fee / account holder | $25,387 | $3,229+686.3% | $12,475+103.5% | $3,203+692.5% |