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 | $101,862 | $84,556+20.5% | $116,228-12.4% | $74,304+37.1% |
| Participation rate | 68.1% | 66.0%+2.1pp | 74.6%-6.4pp | 60.3%+7.8pp |
| Annual return | 18.28% | 18.35%-0.1pp | 90.06%-71.8pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,376 | $2,168-36.5% | $2,994-54.0% | $2,241-38.6% |
| Participant deferral / active EE | $8,098 | $3,814+112.3% | $4,953+63.5% | $3,767+115.0% |
| Admin fee / account holder | $2,889 | $3,792-23.8% | $11,989-75.9% | $2,969-2.7% |