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 | $127,658 | $100,923+26.5% | $150,045-14.9% | $74,304+71.8% |
| Participation rate | 62.1% | 70.1%-8.0pp | 82.3%-20.2pp | 60.3%+1.7pp |
| Annual return | 15.11% | 51.77%-36.7pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,666 | $3,463-51.9% | $4,693-64.5% | $2,241-25.7% |
| Participant deferral / active EE | $8,648 | $6,709+28.9% | $7,997+8.1% | $3,767+129.5% |
| Admin fee / account holder | $24,630 | $2,767+790.2% | $13,435+83.3% | $2,969+729.6% |