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 | $43,594 | $40,278+8.2% | $80,569-45.9% | $80,160-45.6% |
| Participation rate | 53.9% | 47.5%+6.3pp | 67.0%-13.1pp | 72.9%-19.1pp |
| Annual return | 4908.17% | 50.86%+4857.3pp | 935.43%+3972.7pp | 40.38%+4867.8pp |
| Employer contribution / active EE | $644 | $1,332-51.6% | $2,723-76.3% | $2,978-78.4% |
| Participant deferral / active EE | $1,739 | $2,696-35.5% | $4,447-60.9% | $5,017-65.3% |
| Admin fee / account holder | $1,061 | $210+404.5% | $5,377-80.3% | $145+632.2% |