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 | $32,112 | $29,051+10.5% | $52,425-38.7% | $67,986-52.8% |
| Participation rate | 55.8% | 30.4%+25.3pp | 55.6%+0.2pp | 57.2%-1.4pp |
| Annual return | 15.67% | 24.00%-8.3pp | 302.12%-286.4pp | 31.67%-16.0pp |
| Employer contribution / active EE | $514 | $412+24.9% | $914-43.7% | $2,019-74.5% |
| Participant deferral / active EE | $880 | $873+0.8% | $1,790-50.8% | $3,358-73.8% |
| Admin fee / account holder | $2,249 | $2,113+6.5% | $2,495-9.9% | $3,203-29.8% |