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 | $163,935 | $58,926+178.2% | $97,226+68.6% | $74,495+120.1% |
| Participation rate | 48.1% | 63.5%-15.4pp | 72.7%-24.6pp | 67.2%-19.1pp |
| Annual return | 18.47% | 16.04%+2.4pp | 75.13%-56.7pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,557 | $1,894-17.8% | $2,729-42.9% | $2,623-40.6% |
| Participant deferral / active EE | $5,142 | $3,664+40.3% | $4,264+20.6% | $4,346+18.3% |
| Admin fee / account holder | $9,323 | $1,974+372.3% | $5,654+64.9% | $1,942+380.1% |