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 | $106,790 | $51,197+108.6% | $82,719+29.1% | $66,914+59.6% |
| Participation rate | 66.3% | 67.8%-1.5pp | 72.6%-6.2pp | 69.8%-3.5pp |
| Annual return | -11.80% | -9.64%-2.2pp | 701.18%-713.0pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,975 | $2,611+14.0% | $3,009-1.1% | $2,544+16.9% |
| Participant deferral / active EE | $4,817 | $3,458+39.3% | $4,395+9.6% | $4,237+13.7% |
| Admin fee / account holder | $3,689 | $416+787.9% | $5,329-30.8% | $593+521.9% |