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 | $76,282 | $79,171-3.6% | $102,423-25.5% | $74,495+2.4% |
| Participation rate | 45.0% | 74.8%-29.8pp | 76.5%-31.5pp | 67.2%-22.2pp |
| Annual return | 14.88% | 54.93%-40.1pp | 29.32%-14.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,266 | $2,362-46.4% | $3,023-58.1% | $2,623-51.7% |
| Participant deferral / active EE | $2,209 | $4,415-50.0% | $5,053-56.3% | $4,346-49.2% |
| Admin fee / account holder | $2,997 | $2,001+49.8% | $9,451-68.3% | $1,942+54.4% |