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 | $128,869 | $104,475+23.3% | $159,436-19.2% | $79,386+62.3% |
| Participation rate | 60.4% | 76.6%-16.2pp | 82.8%-22.4pp | 70.7%-10.3pp |
| Annual return | 19.66% | 67.95%-48.3pp | 263.57%-243.9pp | 116.85%-97.2pp |
| Employer contribution / active EE | $2,745 | $3,417-19.7% | $4,829-43.2% | $2,427+13.1% |
| Participant deferral / active EE | $6,552 | $6,467+1.3% | $7,352-10.9% | $4,046+61.9% |
| Admin fee / account holder | $1,630 | $711+129.2% | $10,799-84.9% | $626+160.2% |