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 6-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 | $22,581 | $34,934-35.4% | $56,411-60.0% | $74,495-69.7% |
| Participation rate | 38.0% | 32.8%+5.2pp | 52.5%-14.5pp | 67.2%-29.2pp |
| Annual return | 15.38% | 25.94%-10.6pp | 1701.33%-1685.9pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $311 | $609-48.9% | $1,039-70.0% | $2,623-88.1% |
| Participant deferral / active EE | $1,816 | $1,170+55.2% | $1,952-6.9% | $4,346-58.2% |
| Admin fee / account holder | $1,646 | $2,364-30.4% | $2,829-41.8% | $1,942-15.2% |