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 | $26,413 | $49,657-46.8% | $93,063-71.6% | $67,986-61.1% |
| Participation rate | 42.5% | 49.9%-7.4pp | 72.1%-29.6pp | 57.2%-14.7pp |
| Annual return | 35.41% | 26.27%+9.1pp | 34.15%+1.3pp | 31.67%+3.7pp |
| Employer contribution / active EE | $3,215 | $1,279+151.5% | $2,476+29.8% | $2,019+59.3% |
| Participant deferral / active EE | $581 | $2,484-76.6% | $3,958-85.3% | $3,358-82.7% |
| Admin fee / account holder | $1,200 | $2,843-57.8% | $6,033-80.1% | $3,203-62.5% |