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 | $32,112 | $31,310+2.6% | $53,898-40.4% | $74,304-56.8% |
| Participation rate | 55.8% | 30.7%+25.1pp | 55.0%+0.8pp | 60.3%-4.6pp |
| Annual return | 15.67% | 23.16%-7.5pp | 528.60%-512.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $514 | $450+14.3% | $932-44.8% | $2,241-77.0% |
| Participant deferral / active EE | $880 | $934-5.8% | $1,826-51.8% | $3,767-76.6% |
| Admin fee / account holder | $2,249 | $2,175+3.4% | $2,491-9.7% | $2,969-24.2% |