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 | $160,966 | $78,976+103.8% | $100,383+60.4% | $74,546+115.9% |
| Participation rate | 52.3% | 79.5%-27.2pp | 81.5%-29.2pp | 67.2%-14.9pp |
| Annual return | 22.23% | 20.62%+1.6pp | 49.26%-27.0pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $1,188 | $3,019-60.6% | $3,944-69.9% | $2,624-54.7% |
| Participant deferral / active EE | $6,468 | $7,758-16.6% | $8,086-20.0% | $4,347+48.8% |
| Admin fee / account holder | $8,955 | $1,330+573.4% | $7,900+13.4% | $1,944+360.8% |