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 | $228,128 | $82,978+174.9% | $129,995+75.5% | $71,457+219.3% |
| Participation rate | 67.6% | 74.1%-6.5pp | 78.5%-10.9pp | 67.9%-0.4pp |
| Annual return | 16.79% | 20.60%-3.8pp | -137.18%+154.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $3,464 | $2,622+32.1% | $4,320-19.8% | $2,588+33.9% |
| Participant deferral / active EE | $8,716 | $4,432+96.7% | $5,820+49.8% | $4,289+103.2% |
| Admin fee / account holder | $2,719 | $1,729+57.2% | $10,614-74.4% | $1,587+71.3% |