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 | $42,087 | $44,960-6.4% | $84,966-50.5% | $74,495-43.5% |
| Participation rate | 66.0% | 49.4%+16.6pp | 67.5%-1.5pp | 67.2%-1.2pp |
| Annual return | 15.94% | 26.24%-10.3pp | 66.38%-50.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,496 | $1,457+71.3% | $2,727-8.5% | $2,623-4.8% |
| Participant deferral / active EE | $3,694 | $2,731+35.3% | $4,519-18.3% | $4,346-15.0% |
| Admin fee / account holder | $15,057 | $2,209+581.6% | $6,149+144.9% | $1,942+675.5% |