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 | $13,994 | $60,323-76.8% | $81,812-82.9% | $74,495-81.2% |
| Participation rate | 46.5% | 62.9%-16.3pp | 72.3%-25.8pp | 67.2%-20.7pp |
| Annual return | 11.53% | 16.90%-5.4pp | 773.79%-762.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $902 | $2,620-65.6% | $2,912-69.0% | $2,623-65.6% |
| Participant deferral / active EE | $2,237 | $3,387-33.9% | $4,319-48.2% | $4,346-48.5% |
| Admin fee / account holder | $3,954 | $1,486+166.1% | $7,386-46.5% | $1,942+103.6% |