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 | $23,302 | $49,693-53.1% | $70,515-67.0% | $74,419-68.7% |
| Participation rate | 40.9% | 64.7%-23.7pp | 68.3%-27.4pp | 70.7%-29.8pp |
| Annual return | 1271.99% | 21.22%+1250.8pp | 32.77%+1239.2pp | 34.38%+1237.6pp |
| Employer contribution / active EE | $832 | $1,773-53.1% | $2,973-72.0% | $2,637-68.5% |
| Participant deferral / active EE | $1,622 | $3,376-51.9% | $4,567-64.5% | $4,528-64.2% |
| Admin fee / account holder | $606 | $316+91.9% | $6,412-90.5% | $348+74.2% |