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 3-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 | $26,420 | $40,385-34.6% | $80,569-67.2% | $74,419-64.5% |
| Participation rate | 67.0% | 47.4%+19.6pp | 67.0%0pp | 70.7%-3.7pp |
| Annual return | 9973.40% | 164.85%+9808.6pp | 935.43%+9038.0pp | 34.38%+9939.0pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $668 | $2,674-75.0% | $4,447-85.0% | $4,528-85.3% |
| Admin fee / account holder | $2,892 | $720+301.8% | $5,377-46.2% | $348+731.5% |