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 | $90,315 | $34,932+158.5% | $56,441+60.0% | $74,546+21.2% |
| Participation rate | 41.5% | 32.9%+8.7pp | 52.5%-10.9pp | 67.2%-25.7pp |
| Annual return | 19.96% | 24.90%-4.9pp | 1704.21%-1684.3pp | 1366.03%-1346.1pp |
| Employer contribution / active EE | $235 | $608-61.3% | $1,039-77.3% | $2,624-91.0% |
| Participant deferral / active EE | $2,602 | $1,173+121.8% | $1,953+33.2% | $4,347-40.2% |
| Admin fee / account holder | $1,351 | $2,359-42.8% | $2,829-52.3% | $1,944-30.5% |