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 | $121,214 | $47,479+155.3% | $62,929+92.6% | $82,448+47.0% |
| Participation rate | 20.9% | 66.9%-45.9pp | 73.1%-52.2pp | 68.1%-47.1pp |
| Annual return | 13.48% | 20.34%-6.9pp | 1063.93%-1050.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $5,849 | $1,885+210.2% | $2,505+133.5% | $2,551+129.3% |
| Participant deferral / active EE | $2,993 | $2,870+4.3% | $3,888-23.0% | $4,139-27.7% |
| Admin fee / account holder | $6,151 | $3,804+61.7% | $5,065+21.4% | $7,234-15.0% |