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 3-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 | $5,149 | $34,932-85.3% | $56,441-90.9% | $74,546-93.1% |
| Participation rate | 38.1% | 32.9%+5.2pp | 52.5%-14.4pp | 67.2%-29.1pp |
| Annual return | 12.39% | 24.90%-12.5pp | 1704.21%-1691.8pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $644 | $608+5.8% | $1,039-38.0% | $2,624-75.5% |
| Participant deferral / active EE | $811 | $1,173-30.9% | $1,953-58.5% | $4,347-81.4% |
| Admin fee / account holder | $1,431 | $2,359-39.3% | $2,829-49.4% | $1,944-26.4% |