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 3-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 | $68,446 | $68,346+0.1% | $94,646-27.7% | $75,163-8.9% |
| Participation rate | 67.0% | 76.1%-9.1pp | 80.8%-13.8pp | 67.2%-0.2pp |
| Annual return | 63.50% | 616.93%-553.4pp | 156.71%-93.2pp | 160.62%-97.1pp |
| Employer contribution / active EE | $811 | $2,701-70.0% | $3,672-77.9% | $2,670-69.6% |
| Participant deferral / active EE | $6,483 | $6,537-0.8% | $7,418-12.6% | $4,125+57.2% |
| Admin fee / account holder | $7,625 | $5,326+43.2% | $7,231+5.5% | $5,651+34.9% |