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 | $83,239 | $101,317-17.8% | $146,958-43.4% | $74,495+11.7% |
| Participation rate | 51.6% | 75.5%-23.9pp | 82.2%-30.5pp | 67.2%-15.6pp |
| Annual return | 24.45% | 8730.91%-8706.5pp | 418.34%-393.9pp | 1364.94%-1340.5pp |
| Employer contribution / active EE | $1,976 | $3,810-48.1% | $4,933-59.9% | $2,623-24.7% |
| Participant deferral / active EE | $4,603 | $7,303-37.0% | $8,070-43.0% | $4,346+5.9% |
| Admin fee / account holder | $2,469 | $1,739+42.0% | $12,998-81.0% | $1,942+27.2% |