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 | $92,084 | $101,317-9.1% | $146,958-37.3% | $74,495+23.6% |
| Participation rate | 45.7% | 75.5%-29.8pp | 82.2%-36.4pp | 67.2%-21.5pp |
| Annual return | 31.42% | 8730.91%-8699.5pp | 418.34%-386.9pp | 1364.94%-1333.5pp |
| Employer contribution / active EE | $2,020 | $3,810-47.0% | $4,933-59.1% | $2,623-23.0% |
| Participant deferral / active EE | $5,673 | $7,303-22.3% | $8,070-29.7% | $4,346+30.5% |
| Admin fee / account holder | $3,500 | $1,739+101.3% | $12,998-73.1% | $1,942+80.2% |