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 | $92,171 | $88,083+4.6% | $164,813-44.1% | $74,495+23.7% |
| Participation rate | 46.5% | 73.0%-26.5pp | 78.6%-32.1pp | 67.2%-20.7pp |
| Annual return | 18.98% | 17.26%+1.7pp | 69.93%-50.9pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $1,685 | $2,593-35.0% | $4,341-61.2% | $2,623-35.8% |
| Participant deferral / active EE | $3,138 | $4,498-30.2% | $6,031-48.0% | $4,346-27.8% |
| Admin fee / account holder | $5,742 | $2,234+157.1% | $12,690-54.7% | $1,942+195.7% |