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 | $43,497 | $78,485-44.6% | $106,213-59.0% | $74,495-41.6% |
| Participation rate | 29.8% | 72.8%-43.0pp | 75.3%-45.5pp | 67.2%-37.4pp |
| Annual return | 15.12% | 15.95%-0.8pp | 116.14%-101.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,362 | $2,523-6.4% | $3,171-25.5% | $2,623-10.0% |
| Participant deferral / active EE | $3,591 | $4,322-16.9% | $5,016-28.4% | $4,346-17.4% |
| Admin fee / account holder | $2,323 | $2,232+4.1% | $11,033-78.9% | $1,942+19.6% |