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 | $39,295 | $54,701-28.2% | $86,188-54.4% | $71,457-45.0% |
| Participation rate | 57.3% | 60.1%-2.8pp | 69.0%-11.6pp | 67.9%-10.6pp |
| Annual return | 16.33% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $419 | $1,265-66.9% | $2,380-82.4% | $2,588-83.8% |
| Participant deferral / active EE | $3,030 | $3,108-2.5% | $3,985-24.0% | $4,289-29.3% |
| Admin fee / account holder | $2,060 | $1,922+7.2% | $6,852-69.9% | $1,587+29.8% |