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 | $59,402+63.4% | $93,654+3.7% | $74,546+30.2% |
| Participation rate | 66.9% | 59.7%+7.2pp | 68.7%-1.8pp | 67.2%-0.3pp |
| Annual return | 14.25% | 81.86%-67.6pp | 133.34%-119.1pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $945 | $1,265-25.3% | $2,421-61.0% | $2,624-64.0% |
| Participant deferral / active EE | $3,274 | $3,049+7.4% | $4,413-25.8% | $4,347-24.7% |
| Admin fee / account holder | $9,310 | $3,023+208.0% | $8,282+12.4% | $1,944+379.0% |