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 | $26,282 | $81,248-67.7% | $155,509-83.1% | $80,856-67.5% |
| Participation rate | 68.4% | 66.2%+2.1pp | 78.2%-9.8pp | 67.6%+0.7pp |
| Annual return | 13.09% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $995 | $3,100-67.9% | $4,672-78.7% | $2,755-63.9% |
| Participant deferral / active EE | $2,144 | $3,452-37.9% | $5,626-61.9% | $4,296-50.1% |
| Admin fee / account holder | $3,300 | $7,997-58.7% | $15,912-79.3% | $6,918-52.3% |