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 | $33,953 | $49,915-32.0% | $154,803-78.1% | $74,304-54.3% |
| Participation rate | 44.6% | 54.0%-9.3pp | 78.1%-33.4pp | 60.3%-15.7pp |
| Annual return | 15.62% | 34.06%-18.4pp | 58.88%-43.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,256 | $1,611-22.1% | $4,305-70.8% | $2,241-44.0% |
| Participant deferral / active EE | $2,081 | $2,255-7.7% | $5,540-62.4% | $3,767-44.8% |
| Admin fee / account holder | $8,041 | $2,189+267.4% | $14,329-43.9% | $2,969+170.9% |