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 10-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 | $81,068 | $26,114+210.4% | $58,482+38.6% | $74,419+8.9% |
| Participation rate | 13.5% | 32.1%-18.6pp | 50.9%-37.3pp | 70.7%-57.2pp |
| Annual return | 17.07% | 32.51%-15.4pp | 4239.32%-4222.2pp | 34.38%-17.3pp |
| Employer contribution / active EE | $511 | $536-4.5% | $1,053-51.5% | $2,637-80.6% |
| Participant deferral / active EE | $943 | $1,075-12.2% | $1,924-51.0% | $4,528-79.2% |
| Admin fee / account holder | $539 | $649-17.0% | $2,516-78.6% | $348+55.0% |