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 | $20,898 | $42,548-50.9% | $74,550-72.0% | $56,287-62.9% |
| Participation rate | 66.2% | 60.5%+5.7pp | 69.1%-2.9pp | 69.9%-3.6pp |
| Annual return | 297.51% | 12.40%+285.1pp | 32.53%+265.0pp | -9.96%+307.5pp |
| Employer contribution / active EE | $772 | $855-9.7% | $1,961-60.6% | $2,111-63.4% |
| Participant deferral / active EE | $1,458 | $2,277-36.0% | $3,108-53.1% | $3,350-56.5% |
| Admin fee / account holder | $1,887 | $467+304.0% | $5,060-62.7% | $521+262.3% |