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 | $10,071 | $31,310-67.8% | $53,898-81.3% | $74,304-86.4% |
| Participation rate | 60.6% | 30.7%+29.9pp | 55.0%+5.6pp | 60.3%+0.2pp |
| Annual return | 27.65% | 23.16%+4.5pp | 528.60%-501.0pp | 29.43%-1.8pp |
| Employer contribution / active EE | $770 | $450+71.3% | $932-17.3% | $2,241-65.6% |
| Participant deferral / active EE | $847 | $934-9.3% | $1,826-53.6% | $3,767-77.5% |
| Admin fee / account holder | $999 | $2,175-54.1% | $2,491-59.9% | $2,969-66.3% |