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 | $78,569 | $54,350+44.6% | $82,719-5.0% | $68,494+14.7% |
| Participation rate | 69.4% | 63.9%+5.5pp | 72.6%-3.1pp | 67.9%+1.6pp |
| Annual return | -18.84% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,029 | $2,218-8.5% | $3,009-32.6% | $2,596-21.8% |
| Participant deferral / active EE | $3,835 | $3,246+18.1% | $4,395-12.7% | $4,027-4.8% |
| Admin fee / account holder | $1,711 | $4,395-61.1% | $5,329-67.9% | $5,403-68.3% |