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 | $55,493 | $76,670-27.6% | $96,683-42.6% | $71,457-22.3% |
| Participation rate | 53.0% | 66.6%-13.6pp | 74.3%-21.3pp | 67.9%-14.9pp |
| Annual return | 29.69% | 48.29%-18.6pp | 35.69%-6.0pp | 28.85%+0.8pp |
| Employer contribution / active EE | $1,428 | $3,031-52.9% | $3,737-61.8% | $2,588-44.8% |
| Participant deferral / active EE | $3,158 | $3,771-16.3% | $4,878-35.3% | $4,289-26.4% |
| Admin fee / account holder | $2,499 | $2,028+23.2% | $6,730-62.9% | $1,587+57.4% |