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 | $57,415 | $55,415+3.6% | $155,509-63.1% | $74,495-22.9% |
| Participation rate | 64.2% | 61.9%+2.3pp | 78.2%-13.9pp | 67.2%-3.0pp |
| Annual return | 14.73% | 268.50%-253.8pp | 64.67%-49.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,330 | $2,267-41.3% | $4,672-71.5% | $2,623-49.3% |
| Participant deferral / active EE | $3,336 | $2,836+17.6% | $5,626-40.7% | $4,346-23.2% |
| Admin fee / account holder | $10,623 | $1,738+511.1% | $15,912-33.2% | $1,942+447.1% |