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 | $65,470 | $59,417+10.2% | $93,606-30.1% | $74,495-12.1% |
| Participation rate | 56.9% | 59.7%-2.8pp | 68.7%-11.8pp | 67.2%-10.3pp |
| Annual return | 42.70% | 81.83%-39.1pp | 133.20%-90.5pp | 1364.94%-1322.2pp |
| Employer contribution / active EE | $508 | $1,264-59.8% | $2,420-79.0% | $2,623-80.6% |
| Participant deferral / active EE | $3,385 | $3,050+11.0% | $4,411-23.3% | $4,346-22.1% |
| Admin fee / account holder | $5,287 | $3,021+75.0% | $8,285-36.2% | $1,942+172.3% |