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 | $41,301 | $88,083-53.1% | $164,813-74.9% | $74,495-44.6% |
| Participation rate | 66.0% | 73.0%-7.0pp | 78.6%-12.6pp | 67.2%-1.2pp |
| Annual return | 134.94% | 17.26%+117.7pp | 69.93%+65.0pp | 1364.94%-1230.0pp |
| Employer contribution / active EE | $1,473 | $2,593-43.2% | $4,341-66.1% | $2,623-43.8% |
| Participant deferral / active EE | $3,363 | $4,498-25.2% | $6,031-44.2% | $4,346-22.6% |
| Admin fee / account holder | $10,991 | $2,234+392.1% | $12,690-13.4% | $1,942+466.1% |