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 | $73,279 | $66,098+10.9% | $101,794-28.0% | $74,304-1.4% |
| Participation rate | 69.6% | 53.8%+15.8pp | 69.2%+0.4pp | 60.3%+9.3pp |
| Annual return | 13.99% | 19.59%-5.6pp | 30.53%-16.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $412 | $1,082-61.9% | $2,289-82.0% | $2,241-81.6% |
| Participant deferral / active EE | $4,915 | $2,781+76.7% | $4,084+20.3% | $3,767+30.5% |
| Admin fee / account holder | $3,854 | $4,146-7.0% | $8,777-56.1% | $2,969+29.8% |