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 | $79,056 | $100,923-21.7% | $150,045-47.3% | $74,304+6.4% |
| Participation rate | 65.5% | 70.1%-4.6pp | 82.3%-16.8pp | 60.3%+5.2pp |
| Annual return | 18.79% | 51.77%-33.0pp | 62.55%-43.8pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,717 | $3,463-50.4% | $4,693-63.4% | $2,241-23.4% |
| Participant deferral / active EE | $4,216 | $6,709-37.2% | $7,997-47.3% | $3,767+11.9% |
| Admin fee / account holder | $972 | $2,767-64.9% | $13,435-92.8% | $2,969-67.3% |