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 | $20,346 | $50,982-60.1% | $154,803-86.9% | $85,563-76.2% |
| Participation rate | 25.7% | 59.8%-34.1pp | 78.1%-52.3pp | 66.0%-40.2pp |
| Annual return | 380.29% | 30.35%+349.9pp | 58.88%+321.4pp | 31.51%+348.8pp |
| Employer contribution / active EE | $275 | $1,708-83.9% | $4,305-93.6% | $2,654-89.6% |
| Participant deferral / active EE | $1,310 | $2,474-47.0% | $5,540-76.3% | $4,375-70.0% |
| Admin fee / account holder | $325 | $846-61.5% | $14,329-97.7% | $834-61.0% |