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 | $39,143 | $57,651-32.1% | $112,229-65.1% | $71,457-45.2% |
| Participation rate | 31.0% | 58.9%-28.0pp | 72.4%-41.5pp | 67.9%-37.0pp |
| Annual return | 17.16% | 18.32%-1.2pp | 30.20%-13.0pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,036 | $1,913-45.9% | $3,430-69.8% | $2,588-60.0% |
| Participant deferral / active EE | $1,224 | $2,863-57.3% | $4,798-74.5% | $4,289-71.5% |
| Admin fee / account holder | $7,539 | $1,581+376.8% | $7,748-2.7% | $1,587+375.0% |