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 5-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 | $69,402 | $55,415+25.2% | $155,509-55.4% | $74,495-6.8% |
| Participation rate | 68.4% | 61.9%+6.5pp | 78.2%-9.8pp | 67.2%+1.2pp |
| Annual return | 15.10% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,908 | $2,267-15.8% | $4,672-59.2% | $2,623-27.3% |
| Participant deferral / active EE | $3,524 | $2,836+24.2% | $5,626-37.4% | $4,346-18.9% |
| Admin fee / account holder | $7,067 | $1,738+306.6% | $15,912-55.6% | $1,942+264.0% |