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 | $46,352 | $101,317-54.3% | $146,958-68.5% | $74,495-37.8% |
| Participation rate | 48.0% | 75.5%-27.6pp | 82.2%-34.2pp | 67.2%-19.2pp |
| Annual return | 13.49% | 8730.91%-8717.4pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,915 | $3,810-49.7% | $4,933-61.2% | $2,623-27.0% |
| Participant deferral / active EE | $4,609 | $7,303-36.9% | $8,070-42.9% | $4,346+6.1% |
| Admin fee / account holder | $4,869 | $1,739+180.0% | $12,998-62.5% | $1,942+150.8% |