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 | $22,809 | $61,058-62.6% | $71,209-68.0% | $85,563-73.3% |
| Participation rate | 25.9% | 58.6%-32.7pp | 73.8%-47.9pp | 66.0%-40.1pp |
| Annual return | 166.97% | 100.41%+66.6pp | 282.51%-115.5pp | 31.51%+135.5pp |
| Employer contribution / active EE | $948 | $2,199-56.9% | $2,721-65.1% | $2,654-64.3% |
| Participant deferral / active EE | $1,386 | $3,173-56.3% | $4,175-66.8% | $4,375-68.3% |
| Admin fee / account holder | $23,046 | $855+2596.3% | $5,349+330.9% | $834+2662.6% |