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 | $115,006 | $86,944+32.3% | $107,525+7.0% | $74,304+54.8% |
| Participation rate | 51.8% | 59.6%-7.8pp | 75.1%-23.3pp | 60.3%-8.6pp |
| Annual return | 19.08% | 23.52%-4.4pp | 181.32%-162.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $2,169 | $2,757-21.3% | $3,754-42.2% | $2,241-3.2% |
| Participant deferral / active EE | $5,094 | $3,554+43.3% | $5,116-0.4% | $3,767+35.2% |
| Admin fee / account holder | $1,732 | $3,727-53.5% | $8,919-80.6% | $2,969-41.7% |