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 | $65,946-52.5% | $81,783-61.7% | $77,671-59.7% |
| Participation rate | 55.2% | 65.8%-10.6pp | 72.4%-17.2pp | 70.6%-15.4pp |
| Annual return | 414.14% | 26.65%+387.5pp | 775.05%-360.9pp | 31.21%+382.9pp |
| Employer contribution / active EE | $1,841 | $2,371-22.4% | $2,913-36.8% | $2,726-32.5% |
| Participant deferral / active EE | $2,441 | $3,507-30.4% | $4,320-43.5% | $4,648-47.5% |
| Admin fee / account holder | $7,529 | $527+1329.0% | $7,380+2.0% | $430+1649.3% |