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 | $40,920 | $55,415-26.2% | $155,509-73.7% | $74,495-45.1% |
| Participation rate | 57.5% | 61.9%-4.4pp | 78.2%-20.7pp | 67.2%-9.7pp |
| Annual return | 18.34% | 268.50%-250.2pp | 64.67%-46.3pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,522 | $2,267+11.2% | $4,672-46.0% | $2,623-3.9% |
| Participant deferral / active EE | $6,441 | $2,836+127.1% | $5,626+14.5% | $4,346+48.2% |
| Admin fee / account holder | $1,755 | $1,738+1.0% | $15,912-89.0% | $1,942-9.6% |