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 | $80,473 | $40,385+99.3% | $80,569-0.1% | $74,419+8.1% |
| Participation rate | 34.5% | 47.4%-12.9pp | 67.0%-32.5pp | 70.7%-36.2pp |
| Annual return | 17.20% | 164.85%-147.7pp | 935.43%-918.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,492 | $1,496-0.3% | $2,723-45.2% | $2,637-43.4% |
| Participant deferral / active EE | $2,726 | $2,674+1.9% | $4,447-38.7% | $4,528-39.8% |
| Admin fee / account holder | $511 | $720-29.0% | $5,377-90.5% | $348+46.9% |