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 5-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 | $42,699 | $78,485-45.6% | $106,213-59.8% | $74,495-42.7% |
| Participation rate | 60.3% | 72.8%-12.5pp | 75.3%-15.0pp | 67.2%-6.9pp |
| Annual return | 37.67% | 15.95%+21.7pp | 116.14%-78.5pp | 1364.94%-1327.3pp |
| Employer contribution / active EE | $3,296 | $2,523+30.6% | $3,171+3.9% | $2,623+25.6% |
| Participant deferral / active EE | $8,245 | $4,322+90.7% | $5,016+64.4% | $4,346+89.7% |
| Admin fee / account holder | $623 | $2,232-72.1% | $11,033-94.4% | $1,942-67.9% |