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 | $27,800 | $59,417-53.2% | $93,606-70.3% | $74,495-62.7% |
| Participation rate | 62.5% | 59.7%+2.8pp | 68.7%-6.2pp | 67.2%-4.7pp |
| Annual return | 23.55% | 81.83%-58.3pp | 133.20%-109.6pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $2,397 | $1,264+89.7% | $2,420-0.9% | $2,623-8.6% |
| Participant deferral / active EE | $5,234 | $3,050+71.6% | $4,411+18.6% | $4,346+20.4% |
| Admin fee / account holder | $2,004 | $3,021-33.7% | $8,285-75.8% | $1,942+3.2% |