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 4-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 | $26,392 | $59,417-55.6% | $93,606-71.8% | $74,495-64.6% |
| Participation rate | 61.0% | 59.7%+1.4pp | 68.7%-7.7pp | 67.2%-6.2pp |
| Annual return | 13.47% | 81.83%-68.4pp | 133.20%-119.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $409 | $1,264-67.7% | $2,420-83.1% | $2,623-84.4% |
| Participant deferral / active EE | $2,077 | $3,050-31.9% | $4,411-52.9% | $4,346-52.2% |
| Admin fee / account holder | $2,350 | $3,021-22.2% | $8,285-71.6% | $1,942+21.0% |