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 | $219,490 | $47,922+358.0% | $75,886+189.2% | $65,185+236.7% |
| Participation rate | 50.3% | 63.0%-12.7pp | 69.3%-19.0pp | 70.2%-19.9pp |
| Annual return | 24.61% | 24.12%+0.5pp | 30.76%-6.1pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,657 | $1,557+6.4% | $2,500-33.7% | $2,177-23.9% |
| Participant deferral / active EE | $6,437 | $2,550+152.4% | $3,603+78.7% | $3,514+83.2% |
| Admin fee / account holder | $6,964 | $532+1210.2% | $5,418+28.5% | $847+722.1% |