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 | $46,100 | $86,286-46.6% | $111,297-58.6% | $85,850-46.3% |
| Participation rate | 24.5% | 73.3%-48.9pp | 77.3%-52.8pp | 69.3%-44.8pp |
| Annual return | 19.27% | 19.99%-0.7pp | 54.65%-35.4pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,019 | $2,043-1.2% | $2,731-26.1% | $2,565-21.3% |
| Participant deferral / active EE | $2,966 | $3,641-18.5% | $4,487-33.9% | $3,952-24.9% |
| Admin fee / account holder | $2,375 | $8,188-71.0% | $7,964-70.2% | $6,260-62.1% |