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 | $60,775 | $30,588+98.7% | $53,898+12.8% | $85,563-29.0% |
| Participation rate | 31.9% | 26.3%+5.5pp | 55.0%-23.1pp | 66.0%-34.1pp |
| Annual return | 14.86% | 50.42%-35.6pp | 528.60%-513.7pp | 31.51%-16.6pp |
| Employer contribution / active EE | $578 | $436+32.7% | $932-37.9% | $2,654-78.2% |
| Participant deferral / active EE | $1,221 | $848+44.0% | $1,826-33.1% | $4,375-72.1% |
| Admin fee / account holder | $1,638 | $1,879-12.8% | $2,491-34.2% | $834+96.3% |