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 | $62,848 | $95,880-34.5% | $107,525-41.5% | $85,563-26.5% |
| Participation rate | 23.2% | 70.1%-46.9pp | 75.1%-51.9pp | 66.0%-42.8pp |
| Annual return | 15.07% | 68.06%-53.0pp | 181.32%-166.2pp | 31.51%-16.4pp |
| Employer contribution / active EE | $833 | $3,812-78.2% | $3,754-77.8% | $2,654-68.6% |
| Participant deferral / active EE | $1,995 | $4,201-52.5% | $5,116-61.0% | $4,375-54.4% |
| Admin fee / account holder | $9,936 | $1,025+869.0% | $8,919+11.4% | $834+1091.1% |