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 | $71,040 | $100,923-29.6% | $150,045-52.7% | $74,304-4.4% |
| Participation rate | 60.9% | 70.1%-9.2pp | 82.3%-21.5pp | 60.3%+0.5pp |
| Annual return | 28.38% | 51.77%-23.4pp | 62.55%-34.2pp | 29.43%-1.1pp |
| Employer contribution / active EE | $2,593 | $3,463-25.1% | $4,693-44.7% | $2,241+15.7% |
| Participant deferral / active EE | $6,414 | $6,709-4.4% | $7,997-19.8% | $3,767+70.3% |
| Admin fee / account holder | $6,474 | $2,767+134.0% | $13,435-51.8% | $2,969+118.1% |