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 | $51,778 | $76,670-32.5% | $96,683-46.4% | $71,457-27.5% |
| Participation rate | 48.5% | 66.6%-18.1pp | 74.3%-25.8pp | 67.9%-19.4pp |
| Annual return | 19.07% | 48.29%-29.2pp | 35.69%-16.6pp | 28.85%-9.8pp |
| Employer contribution / active EE | $991 | $3,031-67.3% | $3,737-73.5% | $2,588-61.7% |
| Participant deferral / active EE | $2,452 | $3,771-35.0% | $4,878-49.7% | $4,289-42.8% |
| Admin fee / account holder | $1,802 | $2,028-11.1% | $6,730-73.2% | $1,587+13.5% |