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 6-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 | $69,323 | $101,317-31.6% | $146,958-52.8% | $74,495-6.9% |
| Participation rate | 47.2% | 75.5%-28.3pp | 82.2%-35.0pp | 67.2%-20.0pp |
| Annual return | 44.82% | 8730.91%-8686.1pp | 418.34%-373.5pp | 1364.94%-1320.1pp |
| Employer contribution / active EE | $1,854 | $3,810-51.3% | $4,933-62.4% | $2,623-29.3% |
| Participant deferral / active EE | $4,914 | $7,303-32.7% | $8,070-39.1% | $4,346+13.1% |
| Admin fee / account holder | $1,950 | $1,739+12.1% | $12,998-85.0% | $1,942+0.4% |