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.
See the 10-year trajectory. $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 | $27,168 | $49,173-44.7% | $121,098-77.6% | $75,163-63.9% |
| Participation rate | 57.3% | 55.4%+1.9pp | 69.5%-12.2pp | 67.2%-9.9pp |
| Annual return | 16.23% | 55.99%-39.8pp | 985.75%-969.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $878 | $1,546-43.2% | $4,164-78.9% | $2,670-67.1% |
| Participant deferral / active EE | $2,994 | $2,628+14.0% | $4,080-26.6% | $4,125-27.4% |
| Admin fee / account holder | $575 | $3,942-85.4% | $5,644-89.8% | $5,651-89.8% |