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 | $25,864 | $80,753-68.0% | $136,294-81.0% | $62,292-58.5% |
| Participation rate | 43.9% | 73.5%-29.6pp | 81.9%-38.0pp | 69.5%-25.6pp |
| Annual return | 108.61% | 35.83%+72.8pp | 5155.94%-5047.3pp | 28.90%+79.7pp |
| Employer contribution / active EE | $1,228 | $2,884-57.4% | $4,695-73.9% | $2,042-39.9% |
| Participant deferral / active EE | $3,580 | $5,164-30.7% | $6,247-42.7% | $3,169+13.0% |
| Admin fee / account holder | $2,016 | $525+283.7% | $9,243-78.2% | $479+320.5% |