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 | $17,076 | $35,986-52.5% | $77,482-78.0% | $73,488-76.8% |
| Participation rate | 64.2% | 40.8%+23.4pp | 54.2%+10.0pp | 70.7%-6.5pp |
| Annual return | 190.49% | 19.26%+171.2pp | 54.79%+135.7pp | 28.51%+162.0pp |
| Employer contribution / active EE | $2,206 | $557+295.7% | $986+123.6% | $2,270-2.8% |
| Participant deferral / active EE | $4,421 | $1,198+269.1% | $1,861+137.5% | $3,740+18.2% |
| Admin fee / account holder | $407 | $466-12.6% | $2,858-85.7% | $513-20.6% |