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 10-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 | $31,007 | $55,415-44.0% | $155,509-80.1% | $74,495-58.4% |
| Participation rate | 47.9% | 61.9%-14.0pp | 78.2%-30.2pp | 67.2%-19.3pp |
| Annual return | 17.98% | 268.50%-250.5pp | 64.67%-46.7pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $1,102 | $2,267-51.4% | $4,672-76.4% | $2,623-58.0% |
| Participant deferral / active EE | $2,331 | $2,836-17.8% | $5,626-58.6% | $4,346-46.4% |
| Admin fee / account holder | $1,103 | $1,738-36.6% | $15,912-93.1% | $1,942-43.2% |