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 | $28,572 | $102,382-72.1% | $147,005-80.6% | $80,874-64.7% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.2%-14.2pp | 67.6%+0.3pp |
| Annual return | 13.26% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,439 | $3,715-34.4% | $4,934-50.6% | $2,756-11.5% |
| Participant deferral / active EE | $4,825 | $6,646-27.4% | $8,070-40.2% | $4,297+12.3% |
| Admin fee / account holder | $2,516 | $7,942-68.3% | $13,006-80.7% | $6,935-63.7% |