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 | $29,545 | $59,159-50.1% | $159,960-81.5% | $66,914-55.8% |
| Participation rate | 69.0% | 68.1%+0.9pp | 78.0%-9.0pp | 69.8%-0.8pp |
| Annual return | -13.42% | -12.26%-1.2pp | 408.60%-422.0pp | 1.58%-15.0pp |
| Employer contribution / active EE | $1,365 | $1,983-31.2% | $4,226-67.7% | $2,544-46.4% |
| Participant deferral / active EE | $2,798 | $4,395-36.3% | $6,182-54.7% | $4,237-34.0% |
| Admin fee / account holder | $1,464 | $591+147.8% | $8,698-83.2% | $593+146.8% |