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 8-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 | $58,468 | $79,171-26.2% | $102,423-42.9% | $74,495-21.5% |
| Participation rate | 61.3% | 74.8%-13.5pp | 76.5%-15.2pp | 67.2%-6.0pp |
| Annual return | 19.14% | 54.93%-35.8pp | 29.32%-10.2pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $1,477 | $2,362-37.5% | $3,023-51.2% | $2,623-43.7% |
| Participant deferral / active EE | $4,761 | $4,415+7.8% | $5,053-5.8% | $4,346+9.6% |
| Admin fee / account holder | $10,378 | $2,001+418.7% | $9,451+9.8% | $1,942+434.5% |