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 | $63,474 | $86,944-27.0% | $107,525-41.0% | $74,304-14.6% |
| Participation rate | 50.5% | 59.6%-9.1pp | 75.1%-24.6pp | 60.3%-9.9pp |
| Annual return | 16.36% | 23.52%-7.2pp | 181.32%-165.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,376 | $2,757+22.5% | $3,754-10.0% | $2,241+50.6% |
| Participant deferral / active EE | $1,654 | $3,554-53.5% | $5,116-67.7% | $3,767-56.1% |
| Admin fee / account holder | $2,295 | $3,727-38.4% | $8,919-74.3% | $2,969-22.7% |