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 | $37,814 | $69,745-45.8% | $67,511-44.0% | $74,546-49.3% |
| Participation rate | 41.0% | 71.3%-30.3pp | 72.9%-31.9pp | 67.2%-26.2pp |
| Annual return | 19.62% | -40.37%+60.0pp | 3517.41%-3497.8pp | 1366.03%-1346.4pp |
| Employer contribution / active EE | $1,418 | $2,705-47.6% | $2,733-48.1% | $2,624-46.0% |
| Participant deferral / active EE | $3,186 | $3,636-12.4% | $4,000-20.4% | $4,347-26.7% |
| Admin fee / account holder | $3,731 | $894+317.3% | $3,999-6.7% | $1,944+92.0% |