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 | $164,174 | $84,556+94.2% | $116,228+41.3% | $74,304+120.9% |
| Participation rate | 66.7% | 66.0%+0.6pp | 74.6%-7.9pp | 60.3%+6.3pp |
| Annual return | 17.65% | 18.35%-0.7pp | 90.06%-72.4pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,456 | $2,168+13.3% | $2,994-18.0% | $2,241+9.6% |
| Participant deferral / active EE | $5,608 | $3,814+47.0% | $4,953+13.2% | $3,767+48.9% |
| Admin fee / account holder | $5,848 | $3,792+54.2% | $11,989-51.2% | $2,969+97.0% |