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 | $55,209 | $82,972-33.5% | $103,374-46.6% | $77,671-28.9% |
| Participation rate | 42.6% | 71.5%-28.9pp | 74.5%-31.9pp | 70.6%-27.9pp |
| Annual return | 121.59% | 19.14%+102.4pp | 24.89%+96.7pp | 31.21%+90.4pp |
| Employer contribution / active EE | $2,215 | $3,554-37.7% | $3,869-42.7% | $2,726-18.7% |
| Participant deferral / active EE | $5,108 | $4,108+24.3% | $5,058+1.0% | $4,648+9.9% |
| Admin fee / account holder | $8,762 | $639+1272.1% | $8,394+4.4% | $430+1935.8% |