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 | $78,324 | $101,317-22.7% | $146,958-46.7% | $74,495+5.1% |
| Participation rate | 61.1% | 75.5%-14.5pp | 82.2%-21.1pp | 67.2%-6.1pp |
| Annual return | 43.49% | 8730.91%-8687.4pp | 418.34%-374.8pp | 1364.94%-1321.5pp |
| Employer contribution / active EE | $2,845 | $3,810-25.3% | $4,933-42.3% | $2,623+8.5% |
| Participant deferral / active EE | $6,873 | $7,303-5.9% | $8,070-14.8% | $4,346+58.2% |
| Admin fee / account holder | $35,283 | $1,739+1929.1% | $12,998+171.4% | $1,942+1717.1% |