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 | $33,905 | $59,097-42.6% | $82,389-58.8% | $74,304-54.4% |
| Participation rate | 67.8% | 52.8%+15.1pp | 69.5%-1.7pp | 60.3%+7.5pp |
| Annual return | 21.49% | 22.85%-1.4pp | 28.67%-7.2pp | 29.43%-7.9pp |
| Employer contribution / active EE | $1,045 | $1,601-34.7% | $2,517-58.5% | $2,241-53.4% |
| Participant deferral / active EE | $2,407 | $2,775-13.3% | $4,155-42.1% | $3,767-36.1% |
| Admin fee / account holder | $2,762 | $4,489-38.5% | $7,231-61.8% | $2,969-7.0% |