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 5-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 | $38,848 | $65,908-41.1% | $81,812-52.5% | $77,643-50.0% |
| Participation rate | 33.2% | 65.8%-32.6pp | 72.3%-39.2pp | 70.6%-37.4pp |
| Annual return | 805.68% | 26.64%+779.0pp | 773.79%+31.9pp | 31.24%+774.4pp |
| Employer contribution / active EE | $1,031 | $2,370-56.5% | $2,912-64.6% | $2,726-62.2% |
| Participant deferral / active EE | $2,216 | $3,505-36.8% | $4,319-48.7% | $4,647-52.3% |
| Admin fee / account holder | $3,724 | $526+607.5% | $7,386-49.6% | $430+765.3% |