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 6-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 | $67,119 | $29,548+127.2% | $56,411+19.0% | $77,643-13.6% |
| Participation rate | 21.8% | 32.7%-10.9pp | 52.5%-30.6pp | 70.6%-48.8pp |
| Annual return | 13.04% | 19.01%-6.0pp | 1701.33%-1688.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $583 | $568+2.7% | $1,039-43.9% | $2,726-78.6% |
| Participant deferral / active EE | $1,244 | $1,061+17.2% | $1,952-36.3% | $4,647-73.2% |
| Admin fee / account holder | $8,789 | $1,046+740.1% | $2,829+210.7% | $430+1941.9% |