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 | $52,036 | $61,272-15.1% | $149,673-65.2% | $71,457-27.2% |
| Participation rate | 55.5% | 62.5%-7.1pp | 78.8%-23.3pp | 67.9%-12.5pp |
| Annual return | 17.90% | 35.85%-17.9pp | 134.42%-116.5pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,772 | $2,378-25.5% | $4,818-63.2% | $2,588-31.5% |
| Participant deferral / active EE | $3,887 | $2,917+33.2% | $5,680-31.6% | $4,289-9.4% |
| Admin fee / account holder | $3,162 | $1,261+150.7% | $13,210-76.1% | $1,587+99.2% |