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 | $52,955 | $59,402-10.9% | $93,654-43.5% | $74,546-29.0% |
| Participation rate | 67.8% | 59.7%+8.1pp | 68.7%-1.0pp | 67.2%+0.6pp |
| Annual return | 16.99% | 81.86%-64.9pp | 133.34%-116.4pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $1,365 | $1,265+8.0% | $2,421-43.6% | $2,624-48.0% |
| Participant deferral / active EE | $2,329 | $3,049-23.6% | $4,413-47.2% | $4,347-46.4% |
| Admin fee / account holder | $3,281 | $3,023+8.5% | $8,282-60.4% | $1,944+68.8% |