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 | $28,459 | $58,264-51.2% | $86,612-67.1% | $71,457-60.2% |
| Participation rate | 36.3% | 65.0%-28.7pp | 71.7%-35.4pp | 67.9%-31.7pp |
| Annual return | 81.52% | 21.63%+59.9pp | 591.07%-509.6pp | 28.85%+52.7pp |
| Employer contribution / active EE | $745 | $2,574-71.0% | $3,022-75.3% | $2,588-71.2% |
| Participant deferral / active EE | $1,989 | $3,436-42.1% | $4,438-55.2% | $4,289-53.6% |
| Admin fee / account holder | $1,358 | $1,057+28.5% | $5,614-75.8% | $1,587-14.4% |