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 | $96,697 | $100,923-4.2% | $150,045-35.6% | $74,304+30.1% |
| Participation rate | 58.5% | 70.1%-11.5pp | 82.3%-23.8pp | 60.3%-1.8pp |
| Annual return | 17.00% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,843 | $3,463-46.8% | $4,693-60.7% | $2,241-17.8% |
| Participant deferral / active EE | $3,520 | $6,709-47.5% | $7,997-56.0% | $3,767-6.6% |
| Admin fee / account holder | $2,194 | $2,767-20.7% | $13,435-83.7% | $2,969-26.1% |