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 | $49,087 | $78,976-37.8% | $100,383-51.1% | $74,546-34.2% |
| Participation rate | 67.3% | 79.5%-12.2pp | 81.5%-14.2pp | 67.2%+0.1pp |
| Annual return | 44.07% | 20.62%+23.5pp | 49.26%-5.2pp | 1366.03%-1322.0pp |
| Employer contribution / active EE | $3,183 | $3,019+5.5% | $3,944-19.3% | $2,624+21.3% |
| Participant deferral / active EE | $6,623 | $7,758-14.6% | $8,086-18.1% | $4,347+52.3% |
| Admin fee / account holder | $2,582 | $1,330+94.2% | $7,900-67.3% | $1,944+32.9% |