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 | $84,058 | $51,315+63.8% | $95,745-12.2% | $71,457+17.6% |
| Participation rate | 51.4% | 63.0%-11.6pp | 72.3%-20.9pp | 67.9%-16.5pp |
| Annual return | 23.26% | 25.26%-2.0pp | 28.35%-5.1pp | 28.85%-5.6pp |
| Employer contribution / active EE | $465 | $1,819-74.4% | $2,835-83.6% | $2,588-82.0% |
| Participant deferral / active EE | $4,792 | $3,358+42.7% | $4,245+12.9% | $4,289+11.7% |
| Admin fee / account holder | $3,047 | $1,137+168.0% | $5,678-46.3% | $1,587+92.0% |