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 | $152,470 | $84,556+80.3% | $116,228+31.2% | $74,304+105.2% |
| Participation rate | 69.4% | 66.0%+3.3pp | 74.6%-5.2pp | 60.3%+9.0pp |
| Annual return | 15.58% | 18.35%-2.8pp | 90.06%-74.5pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,694 | $2,168-21.8% | $2,994-43.4% | $2,241-24.4% |
| Participant deferral / active EE | $4,533 | $3,814+18.8% | $4,953-8.5% | $3,767+20.3% |
| Admin fee / account holder | $13,117 | $3,792+245.9% | $11,989+9.4% | $2,969+341.8% |