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 | $229,612 | $48,335+375.0% | $121,098+89.6% | $71,457+221.3% |
| Participation rate | 69.8% | 54.3%+15.6pp | 69.5%+0.4pp | 67.9%+1.9pp |
| Annual return | 366.90% | 23.32%+343.6pp | 985.75%-618.9pp | 28.85%+338.0pp |
| Employer contribution / active EE | $635 | $1,489-57.4% | $4,164-84.8% | $2,588-75.5% |
| Participant deferral / active EE | $8,701 | $2,754+216.0% | $4,080+113.3% | $4,289+102.9% |
| Admin fee / account holder | $5,167 | $1,841+180.8% | $5,644-8.5% | $1,587+225.5% |