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 | $20,974 | $52,279-59.9% | $89,391-76.5% | $79,858-73.7% |
| Participation rate | 64.1% | 57.5%+6.6pp | 68.0%-3.9pp | 69.6%-5.5pp |
| Annual return | 25.02% | 22.16%+2.9pp | 245.62%-220.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $633 | $1,572-59.7% | $2,586-75.5% | $2,471-74.4% |
| Participant deferral / active EE | $2,429 | $2,740-11.4% | $3,890-37.6% | $3,740-35.0% |
| Admin fee / account holder | $2,626 | $3,356-21.8% | $4,881-46.2% | $5,306-50.5% |