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 | $35,735 | $55,416-35.5% | $75,972-53.0% | $77,643-54.0% |
| Participation rate | 31.3% | 63.6%-32.2pp | 69.1%-37.7pp | 70.6%-39.2pp |
| Annual return | 70.07% | 17.07%+53.0pp | 359.55%-289.5pp | 31.24%+38.8pp |
| Employer contribution / active EE | $695 | $1,788-61.1% | $2,685-74.1% | $2,726-74.5% |
| Participant deferral / active EE | $1,376 | $3,447-60.1% | $4,255-67.7% | $4,647-70.4% |
| Admin fee / account holder | $10,947 | $414+2545.5% | $6,467+69.3% | $430+2443.5% |