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 | $51,402 | $76,670-33.0% | $96,683-46.8% | $71,457-28.1% |
| Participation rate | 67.0% | 66.6%+0.4pp | 74.3%-7.4pp | 67.9%-1.0pp |
| Annual return | 24.04% | 48.29%-24.3pp | 35.69%-11.7pp | 28.85%-4.8pp |
| Employer contribution / active EE | $2,221 | $3,031-26.7% | $3,737-40.6% | $2,588-14.2% |
| Participant deferral / active EE | $5,480 | $3,771+45.3% | $4,878+12.3% | $4,289+27.8% |
| Admin fee / account holder | $6,235 | $2,028+207.4% | $6,730-7.3% | $1,587+292.8% |