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 | $55,523 | $59,097-6.0% | $82,389-32.6% | $74,304-25.3% |
| Participation rate | 51.7% | 52.8%-1.0pp | 69.5%-17.8pp | 60.3%-8.6pp |
| Annual return | 15.62% | 22.85%-7.2pp | 28.67%-13.0pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,586 | $1,601-0.9% | $2,517-37.0% | $2,241-29.2% |
| Participant deferral / active EE | $2,966 | $2,775+6.9% | $4,155-28.6% | $3,767-21.3% |
| Admin fee / account holder | $2,585 | $4,489-42.4% | $7,231-64.3% | $2,969-12.9% |