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 | $56,738 | $94,529-40.0% | $140,016-59.5% | $64,186-11.6% |
| Participation rate | 66.0% | 84.1%-18.1pp | 87.5%-21.5pp | 69.6%-3.6pp |
| Annual return | 44.47% | 7.77%+36.7pp | 651.12%-606.6pp | 7.63%+36.8pp |
| Employer contribution / active EE | $2,190 | $3,812-42.6% | $5,606-60.9% | $2,381-8.0% |
| Participant deferral / active EE | $4,026 | $5,250-23.3% | $6,927-41.9% | $3,470+16.0% |
| Admin fee / account holder | $7,274 | $6,741+7.9% | $10,705-32.1% | $4,888+48.8% |