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 8-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 | $24,871 | $76,367-67.4% | $93,606-73.4% | $72,985-65.9% |
| Participation rate | 9.6% | 71.7%-62.2pp | 75.8%-66.2pp | 69.5%-59.9pp |
| Annual return | 568.40% | 25.82%+542.6pp | 32.76%+535.6pp | 81.00%+487.4pp |
| Employer contribution / active EE | $6,849 | $2,275+201.0% | $2,718+152.0% | $2,440+180.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $316 | $6,838-95.4% | $7,888-96.0% | $5,124-93.8% |