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.)
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 | $88,581-67.8% | $145,661-80.4% | $74,304-61.6% |
| Participation rate | 47.4% | 64.9%-17.6pp | 77.2%-29.8pp | 60.3%-13.0pp |
| Annual return | 18.50% | 34.30%-15.8pp | 101.46%-83.0pp | 29.43%-10.9pp |
| Employer contribution / active EE | $950 | $2,612-63.6% | $4,238-77.6% | $2,241-57.6% |
| Participant deferral / active EE | $1,387 | $4,151-66.6% | $7,198-80.7% | $3,767-63.2% |
| Admin fee / account holder | $25,387 | $2,953+759.7% | $12,466+103.6% | $2,969+755.1% |