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 7-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 | $31,843 | $49,922-36.2% | $80,569-60.5% | $75,163-57.6% |
| Participation rate | 55.4% | 55.3%+0.1pp | 67.0%-11.6pp | 67.2%-11.8pp |
| Annual return | 73.50% | 34.69%+38.8pp | 935.43%-861.9pp | 160.62%-87.1pp |
| Employer contribution / active EE | $950 | $1,698-44.1% | $2,723-65.1% | $2,670-64.4% |
| Participant deferral / active EE | $6,236 | $2,990+108.5% | $4,447+40.2% | $4,125+51.2% |
| Admin fee / account holder | $2,645 | $3,577-26.0% | $5,377-50.8% | $5,651-53.2% |