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 | $94,716 | $100,923-6.2% | $150,045-36.9% | $74,304+27.5% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.3%-15.7pp | 60.3%+6.3pp |
| Annual return | 0.00% | 51.77%-51.8pp | 62.55%-62.5pp | 29.43%-29.4pp |
| Employer contribution / active EE | $1,738 | $3,463-49.8% | $4,693-63.0% | $2,241-22.4% |
| Participant deferral / active EE | $6,401 | $6,709-4.6% | $7,997-20.0% | $3,767+69.9% |
| Admin fee / account holder | $19,384 | $2,767+600.6% | $13,435+44.3% | $2,969+552.9% |