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 | $48,795+148.4% | $65,493+85.1% | $84,808+42.9% |
| Participation rate | 20.9% | 67.0%-46.0pp | 73.1%-52.2pp | 68.3%-47.4pp |
| Annual return | 13.48% | 20.20%-6.7pp | 982.45%-969.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,849 | $1,930+203.1% | $2,574+127.2% | $2,631+122.3% |
| Participant deferral / active EE | $2,993 | $2,928+2.2% | $3,961-24.4% | $4,212-28.9% |
| Admin fee / account holder | $6,151 | $3,877+58.6% | $5,028+22.3% | $7,344-16.2% |