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 | $130,397 | $89,248+46.1% | $136,007-4.1% | $74,495+75.0% |
| Participation rate | 54.8% | 69.4%-14.6pp | 76.5%-21.7pp | 67.2%-12.4pp |
| Annual return | 14.69% | 22.76%-8.1pp | 579.32%-564.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $983 | $2,838-65.4% | $4,217-76.7% | $2,623-62.5% |
| Participant deferral / active EE | $4,958 | $4,598+7.8% | $7,025-29.4% | $4,346+14.1% |
| Admin fee / account holder | $5,092 | $1,545+229.5% | $6,858-25.8% | $1,942+162.2% |