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 | $113,584 | $59,417+91.2% | $93,606+21.3% | $74,495+52.5% |
| Participation rate | 65.3% | 59.7%+5.6pp | 68.7%-3.4pp | 67.2%-1.9pp |
| Annual return | 14.14% | 81.83%-67.7pp | 133.20%-119.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $433 | $1,264-65.7% | $2,420-82.1% | $2,623-83.5% |
| Participant deferral / active EE | $3,971 | $3,050+30.2% | $4,411-10.0% | $4,346-8.6% |
| Admin fee / account holder | $2,355 | $3,021-22.0% | $8,285-71.6% | $1,942+21.3% |