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 | $69,831 | $58,320+19.7% | $86,436-19.2% | $66,914+4.4% |
| Participation rate | 65.1% | 78.6%-13.5pp | 80.3%-15.2pp | 69.8%-4.7pp |
| Annual return | -14.19% | -9.71%-4.5pp | 4394.89%-4409.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,108 | $2,615-19.4% | $3,769-44.1% | $2,544-17.1% |
| Participant deferral / active EE | $6,831 | $6,899-1.0% | $6,952-1.7% | $4,237+61.2% |
| Admin fee / account holder | $1,209 | $546+121.5% | $6,731-82.0% | $593+103.8% |