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 | $93,005 | $82,978+12.1% | $129,995-28.5% | $71,457+30.2% |
| Participation rate | 64.6% | 74.1%-9.5pp | 78.5%-13.9pp | 67.9%-3.4pp |
| Annual return | 20.72% | 20.60%+0.1pp | -137.18%+157.9pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,011 | $2,622-23.3% | $4,320-53.4% | $2,588-22.3% |
| Participant deferral / active EE | $7,775 | $4,432+75.4% | $5,820+33.6% | $4,289+81.3% |
| Admin fee / account holder | $4,969 | $1,729+187.4% | $10,614-53.2% | $1,587+213.0% |