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 | $52,328 | $61,272-14.6% | $149,673-65.0% | $71,457-26.8% |
| Participation rate | 51.4% | 62.5%-11.2pp | 78.8%-27.4pp | 67.9%-16.6pp |
| Annual return | 14.62% | 35.85%-21.2pp | 134.42%-119.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,387 | $2,378-41.7% | $4,818-71.2% | $2,588-46.4% |
| Participant deferral / active EE | $1,993 | $2,917-31.7% | $5,680-64.9% | $4,289-53.5% |
| Admin fee / account holder | $5,417 | $1,261+329.5% | $13,210-59.0% | $1,587+241.3% |