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 10-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 | $32,337 | $58,234-44.5% | $81,783-60.5% | $80,874-60.0% |
| Participation rate | 49.3% | 63.4%-14.2pp | 72.4%-23.1pp | 67.6%-18.4pp |
| Annual return | 18.98% | 41.70%-22.7pp | 775.05%-756.1pp | 35.62%-16.6pp |
| Employer contribution / active EE | $1,024 | $2,341-56.3% | $2,913-64.8% | $2,756-62.8% |
| Participant deferral / active EE | $2,559 | $3,283-22.0% | $4,320-40.8% | $4,297-40.4% |
| Admin fee / account holder | $952 | $4,982-80.9% | $7,380-87.1% | $6,935-86.3% |