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 | $108,280 | $54,701+98.0% | $86,188+25.6% | $71,457+51.5% |
| Participation rate | 67.5% | 60.1%+7.3pp | 69.0%-1.5pp | 67.9%-0.5pp |
| Annual return | 18.57% | 20.06%-1.5pp | 1168.45%-1149.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,063 | $1,265-16.0% | $2,380-55.4% | $2,588-58.9% |
| Participant deferral / active EE | $4,188 | $3,108+34.7% | $3,985+5.1% | $4,289-2.4% |
| Admin fee / account holder | $1,333 | $1,922-30.6% | $6,852-80.5% | $1,587-16.0% |