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 | $80,907 | $42,396+90.8% | $67,313+20.2% | $56,287+43.7% |
| Participation rate | 52.1% | 61.0%-8.9pp | 69.1%-17.0pp | 69.9%-17.7pp |
| Annual return | 102.97% | -36.63%+139.6pp | -4.08%+107.0pp | -9.96%+112.9pp |
| Employer contribution / active EE | $406 | $1,414-71.3% | $2,566-84.2% | $2,111-80.8% |
| Participant deferral / active EE | $1,693 | $2,360-28.2% | $3,568-52.6% | $3,350-49.5% |
| Admin fee / account holder | $861 | $510+69.0% | $4,507-80.9% | $521+65.3% |