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 | $128,097 | $65,390+95.9% | $169,368-24.4% | $71,457+79.3% |
| Participation rate | 67.0% | 67.0%0pp | 77.1%-10.2pp | 67.9%-1.0pp |
| Annual return | 18.96% | 21.31%-2.4pp | 405.60%-386.6pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,815 | $2,079-12.7% | $4,013-54.8% | $2,588-29.9% |
| Participant deferral / active EE | $9,574 | $4,367+119.2% | $6,221+53.9% | $4,289+123.2% |
| Admin fee / account holder | $4,167 | $1,324+214.7% | $9,003-53.7% | $1,587+162.5% |