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 | $96,824 | $101,317-4.4% | $146,958-34.1% | $74,495+30.0% |
| Participation rate | 63.8% | 75.5%-11.7pp | 82.2%-18.3pp | 67.2%-3.4pp |
| Annual return | 30.06% | 8730.91%-8700.8pp | 418.34%-388.3pp | 1364.94%-1334.9pp |
| Employer contribution / active EE | $1,404 | $3,810-63.1% | $4,933-71.5% | $2,623-46.5% |
| Participant deferral / active EE | $5,445 | $7,303-25.4% | $8,070-32.5% | $4,346+25.3% |
| Admin fee / account holder | $9,246 | $1,739+431.7% | $12,998-28.9% | $1,942+376.2% |