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 | $79,013-37.9% | $100,391-51.1% | $74,495-34.1% |
| Participation rate | 67.3% | 79.5%-12.2pp | 81.5%-14.2pp | 67.2%+0.1pp |
| Annual return | 44.07% | 20.41%+23.7pp | 49.20%-5.1pp | 1364.94%-1320.9pp |
| Employer contribution / active EE | $3,183 | $3,021+5.4% | $3,942-19.2% | $2,623+21.4% |
| Participant deferral / active EE | $6,623 | $7,760-14.7% | $8,082-18.0% | $4,346+52.4% |
| Admin fee / account holder | $2,582 | $1,320+95.6% | $7,899-67.3% | $1,942+33.0% |