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 9-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 | $31,305 | $65,908-52.5% | $81,812-61.7% | $77,643-59.7% |
| Participation rate | 55.2% | 65.8%-10.6pp | 72.3%-17.2pp | 70.6%-15.4pp |
| Annual return | 414.14% | 26.64%+387.5pp | 773.79%-359.7pp | 31.24%+382.9pp |
| Employer contribution / active EE | $1,841 | $2,370-22.4% | $2,912-36.8% | $2,726-32.5% |
| Participant deferral / active EE | $2,441 | $3,505-30.4% | $4,319-43.5% | $4,647-47.5% |
| Admin fee / account holder | $7,529 | $526+1330.4% | $7,386+1.9% | $430+1649.2% |