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 | $97,091 | $59,417+63.4% | $93,606+3.7% | $74,495+30.3% |
| Participation rate | 66.9% | 59.7%+7.2pp | 68.7%-1.8pp | 67.2%-0.3pp |
| Annual return | 14.25% | 81.83%-67.6pp | 133.20%-118.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $945 | $1,264-25.2% | $2,420-60.9% | $2,623-64.0% |
| Participant deferral / active EE | $3,274 | $3,050+7.4% | $4,411-25.8% | $4,346-24.7% |
| Admin fee / account holder | $9,310 | $3,021+208.1% | $8,285+12.4% | $1,942+379.5% |