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 | $53,230 | $54,368-2.1% | $117,039-54.5% | $62,292-14.5% |
| Participation rate | 69.7% | 64.9%+4.8pp | 77.2%-7.4pp | 69.5%+0.2pp |
| Annual return | 16.51% | 21.77%-5.3pp | 18.95%-2.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,067 | $2,269-8.9% | $3,929-47.4% | $3,169-34.8% |
| Admin fee / account holder | $2,777 | $493+462.7% | $5,974-53.5% | $479+479.3% |