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 | $69,275 | $60,323+14.8% | $81,812-15.3% | $74,495-7.0% |
| Participation rate | 51.3% | 62.9%-11.5pp | 72.3%-21.0pp | 67.2%-15.9pp |
| Annual return | 12.36% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,181 | $2,620-54.9% | $2,912-59.5% | $2,623-55.0% |
| Participant deferral / active EE | $3,686 | $3,387+8.8% | $4,319-14.7% | $4,346-15.2% |
| Admin fee / account holder | $3,144 | $1,486+111.6% | $7,386-57.4% | $1,942+61.9% |