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 | $23,817 | $40,278-40.9% | $80,569-70.4% | $80,160-70.3% |
| Participation rate | 17.8% | 47.5%-29.7pp | 67.0%-49.2pp | 72.9%-55.1pp |
| Annual return | 822.90% | 50.86%+772.0pp | 935.43%-112.5pp | 40.38%+782.5pp |
| Employer contribution / active EE | $226 | $1,332-83.0% | $2,723-91.7% | $2,978-92.4% |
| Participant deferral / active EE | $555 | $2,696-79.4% | $4,447-87.5% | $5,017-88.9% |
| Admin fee / account holder | $1,343 | $210+538.6% | $5,377-75.0% | $145+826.8% |