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 | $42,561 | $54,701-22.2% | $86,188-50.6% | $71,457-40.4% |
| Participation rate | 62.4% | 60.1%+2.3pp | 69.0%-6.5pp | 67.9%-5.5pp |
| Annual return | 23.27% | 20.06%+3.2pp | 1168.45%-1145.2pp | 28.85%-5.6pp |
| Employer contribution / active EE | $902 | $1,265-28.7% | $2,380-62.1% | $2,588-65.1% |
| Participant deferral / active EE | $1,782 | $3,108-42.7% | $3,985-55.3% | $4,289-58.5% |
| Admin fee / account holder | $1,321 | $1,922-31.2% | $6,852-80.7% | $1,587-16.8% |