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 | $14,702 | $55,415-73.5% | $155,509-90.5% | $74,495-80.3% |
| Participation rate | 37.6% | 61.9%-24.3pp | 78.2%-40.6pp | 67.2%-29.6pp |
| Annual return | 20.09% | 268.50%-248.4pp | 64.67%-44.6pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $503 | $2,267-77.8% | $4,672-89.2% | $2,623-80.8% |
| Participant deferral / active EE | $836 | $2,836-70.5% | $5,626-85.1% | $4,346-80.8% |
| Admin fee / account holder | $302 | $1,738-82.6% | $15,912-98.1% | $1,942-84.5% |