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 | $82,917-33.4% | $103,333-46.6% | $77,643-28.9% |
| Participation rate | 42.6% | 71.6%-28.9pp | 74.5%-31.9pp | 70.6%-27.9pp |
| Annual return | 121.59% | 19.13%+102.5pp | 24.88%+96.7pp | 31.24%+90.4pp |
| Employer contribution / active EE | $2,215 | $3,552-37.6% | $3,868-42.7% | $2,726-18.7% |
| Participant deferral / active EE | $5,108 | $4,108+24.3% | $5,057+1.0% | $4,647+9.9% |
| Admin fee / account holder | $8,762 | $638+1273.2% | $8,355+4.9% | $430+1935.7% |