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 | $88,492 | $76,050+16.4% | $96,544-8.3% | $71,457+23.8% |
| Participation rate | 55.4% | 74.4%-19.0pp | 76.0%-20.5pp | 67.9%-12.5pp |
| Annual return | 18.64% | 22.81%-4.2pp | 25.84%-7.2pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,885 | $2,244-16.0% | $2,965-36.4% | $2,588-27.2% |
| Participant deferral / active EE | $4,181 | $4,215-0.8% | $4,851-13.8% | $4,289-2.5% |
| Admin fee / account holder | $7,002 | $2,707+158.7% | $8,252-15.2% | $1,587+341.1% |