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 | $72,539 | $66,098+9.7% | $101,794-28.7% | $74,304-2.4% |
| Participation rate | 59.2% | 53.8%+5.5pp | 69.2%-9.9pp | 60.3%-1.1pp |
| Annual return | 30.60% | 19.59%+11.0pp | 30.53%+0.1pp | 29.43%+1.2pp |
| Employer contribution / active EE | $1,581 | $1,082+46.1% | $2,289-30.9% | $2,241-29.5% |
| Participant deferral / active EE | $3,777 | $2,781+35.8% | $4,084-7.5% | $3,767+0.3% |
| Admin fee / account holder | $5,044 | $4,146+21.7% | $8,777-42.5% | $2,969+69.9% |