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 | $38,306 | $54,701-30.0% | $86,188-55.6% | $71,457-46.4% |
| Participation rate | 39.7% | 60.1%-20.4pp | 69.0%-29.2pp | 67.9%-28.2pp |
| Annual return | 20.65% | 20.06%+0.6pp | 1168.45%-1147.8pp | 28.85%-8.2pp |
| Employer contribution / active EE | $1,002 | $1,265-20.8% | $2,380-57.9% | $2,588-61.3% |
| Participant deferral / active EE | $1,868 | $3,108-39.9% | $3,985-53.1% | $4,289-56.4% |
| Admin fee / account holder | $1,312 | $1,922-31.7% | $6,852-80.9% | $1,587-17.4% |