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 8-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 | $55,766 | $79,694-30.0% | $96,139-42.0% | $79,386-29.8% |
| Participation rate | 62.5% | 54.0%+8.5pp | 68.4%-5.9pp | 70.7%-8.2pp |
| Annual return | 31.61% | 40.84%-9.2pp | 191.94%-160.3pp | 116.85%-85.2pp |
| Employer contribution / active EE | $4,068 | $1,443+181.8% | $2,797+45.4% | $2,427+67.6% |
| Participant deferral / active EE | $7,567 | $2,539+198.1% | $4,349+74.0% | $4,046+87.0% |
| Admin fee / account holder | $3,765 | $630+497.4% | $5,537-32.0% | $626+501.0% |