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 | $30,982 | $89,652-65.4% | $141,162-78.1% | $65,185-52.5% |
| Participation rate | 56.5% | 74.7%-18.2pp | 82.5%-25.9pp | 70.2%-13.7pp |
| Annual return | 33.49% | 32.79%+0.7pp | 71.39%-37.9pp | 29.38%+4.1pp |
| Employer contribution / active EE | $2,200 | $3,065-28.2% | $4,735-53.5% | $2,177+1.1% |
| Participant deferral / active EE | $5,040 | $5,691-11.4% | $6,709-24.9% | $3,514+43.4% |
| Admin fee / account holder | $1,011 | $569+77.9% | $10,261-90.1% | $847+19.4% |