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 | $70,426 | $53,165+32.5% | $86,188-18.3% | $74,419-5.4% |
| Participation rate | 36.6% | 64.9%-28.3pp | 69.0%-32.4pp | 70.7%-34.2pp |
| Annual return | 63.27% | 22.64%+40.6pp | 1168.45%-1105.2pp | 34.38%+28.9pp |
| Employer contribution / active EE | $431 | $1,210-64.4% | $2,380-81.9% | $2,637-83.7% |
| Participant deferral / active EE | $2,585 | $3,234-20.1% | $3,985-35.1% | $4,528-42.9% |
| Admin fee / account holder | $3,298 | $551+498.1% | $6,852-51.9% | $348+848.1% |