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 | $52,469 | $71,516-26.6% | $98,439-46.7% | $71,457-26.6% |
| Participation rate | 58.8% | 72.7%-13.9pp | 75.2%-16.4pp | 67.9%-9.1pp |
| Annual return | 17.03% | 32.41%-15.4pp | 21.16%-4.1pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,415 | $2,399-41.0% | $3,048-53.6% | $2,588-45.3% |
| Participant deferral / active EE | $4,329 | $4,109+5.4% | $4,738-8.6% | $4,289+0.9% |
| Admin fee / account holder | $9,594 | $1,675+472.9% | $8,948+7.2% | $1,587+504.4% |