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 | $14,133 | $55,415-74.5% | $155,509-90.9% | $74,495-81.0% |
| Participation rate | 63.1% | 61.9%+1.2pp | 78.2%-15.1pp | 67.2%-4.1pp |
| Annual return | 18.80% | 268.50%-249.7pp | 64.67%-45.9pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $563 | $2,267-75.2% | $4,672-87.9% | $2,623-78.5% |
| Participant deferral / active EE | $3,493 | $2,836+23.1% | $5,626-37.9% | $4,346-19.6% |
| Admin fee / account holder | $1,930 | $1,738+11.0% | $15,912-87.9% | $1,942-0.6% |