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 | $50,681 | $55,415-8.5% | $155,509-67.4% | $74,495-32.0% |
| Participation rate | 60.6% | 61.9%-1.3pp | 78.2%-17.6pp | 67.2%-6.6pp |
| Annual return | 196.67% | 268.50%-71.8pp | 64.67%+132.0pp | 1364.94%-1168.3pp |
| Employer contribution / active EE | $946 | $2,267-58.3% | $4,672-79.8% | $2,623-63.9% |
| Participant deferral / active EE | $1,839 | $2,836-35.1% | $5,626-67.3% | $4,346-57.7% |
| Admin fee / account holder | $1,088 | $1,738-37.4% | $15,912-93.2% | $1,942-44.0% |