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 | $130,819 | $65,561+99.5% | $91,541+42.9% | $74,304+76.1% |
| Participation rate | 54.7% | 56.6%-1.9pp | 69.8%-15.1pp | 60.3%-5.7pp |
| Annual return | 17.18% | 17.68%-0.5pp | 20.50%-3.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,615 | $1,717-5.9% | $2,505-35.5% | $2,241-27.9% |
| Participant deferral / active EE | $3,163 | $2,918+8.4% | $4,008-21.1% | $3,767-16.0% |
| Admin fee / account holder | $1,593 | $3,333-52.2% | $6,956-77.1% | $2,969-46.4% |