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 | $90,300 | $89,652+0.7% | $141,162-36.0% | $65,185+38.5% |
| Participation rate | 69.5% | 74.7%-5.2pp | 82.5%-12.9pp | 70.2%-0.7pp |
| Annual return | 26.02% | 32.79%-6.8pp | 71.39%-45.4pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,337 | $3,065-56.4% | $4,735-71.8% | $2,177-38.6% |
| Participant deferral / active EE | $6,213 | $5,691+9.2% | $6,709-7.4% | $3,514+76.8% |
| Admin fee / account holder | $2,940 | $569+417.2% | $10,261-71.3% | $847+247.1% |