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 | $58,095 | $54,701+6.2% | $86,188-32.6% | $71,457-18.7% |
| Participation rate | 67.3% | 60.1%+7.1pp | 69.0%-1.7pp | 67.9%-0.7pp |
| Annual return | 32.30% | 20.06%+12.2pp | 1168.45%-1136.1pp | 28.85%+3.5pp |
| Employer contribution / active EE | $1,930 | $1,265+52.5% | $2,380-18.9% | $2,588-25.4% |
| Participant deferral / active EE | $3,784 | $3,108+21.7% | $3,985-5.1% | $4,289-11.8% |
| Admin fee / account holder | $4,629 | $1,922+140.9% | $6,852-32.4% | $1,587+191.6% |