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 | $33,443 | $50,982-34.4% | $154,803-78.4% | $85,563-60.9% |
| Participation rate | 41.7% | 59.8%-18.1pp | 78.1%-36.4pp | 66.0%-24.3pp |
| Annual return | 31.97% | 30.35%+1.6pp | 58.88%-26.9pp | 31.51%+0.5pp |
| Employer contribution / active EE | $705 | $1,708-58.8% | $4,305-83.6% | $2,654-73.4% |
| Participant deferral / active EE | $2,112 | $2,474-14.6% | $5,540-61.9% | $4,375-51.7% |
| Admin fee / account holder | $1,749 | $846+106.8% | $14,329-87.8% | $834+109.7% |