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 | $13,946 | $30,588-54.4% | $53,898-74.1% | $85,563-83.7% |
| Participation rate | 13.6% | 26.3%-12.7pp | 55.0%-41.3pp | 66.0%-52.3pp |
| Annual return | 17.53% | 50.42%-32.9pp | 528.60%-511.1pp | 31.51%-14.0pp |
| Employer contribution / active EE | $411 | $436-5.8% | $932-55.9% | $2,654-84.5% |
| Participant deferral / active EE | $940 | $848+10.9% | $1,826-48.5% | $4,375-78.5% |
| Admin fee / account holder | $6,221 | $1,879+231.0% | $2,491+149.7% | $834+645.7% |