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 | $55,943 | $27,827+101.0% | $65,255-14.3% | $71,457-21.7% |
| Participation rate | 34.8% | 57.6%-22.8pp | 65.0%-30.1pp | 67.9%-33.1pp |
| Annual return | 24.10% | 41.58%-17.5pp | 47.35%-23.3pp | 28.85%-4.7pp |
| Employer contribution / active EE | $1,218 | $1,405-13.3% | $1,691-28.0% | $2,588-52.9% |
| Participant deferral / active EE | $1,909 | $1,861+2.6% | $2,831-32.5% | $4,289-55.5% |
| Admin fee / account holder | $2,893 | $3,850-24.8% | $4,112-29.6% | $1,587+82.3% |