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 | $63,863 | $76,670-16.7% | $96,683-33.9% | $71,457-10.6% |
| Participation rate | 69.7% | 66.6%+3.2pp | 74.3%-4.6pp | 67.9%+1.8pp |
| Annual return | 27.74% | 48.29%-20.6pp | 35.69%-8.0pp | 28.85%-1.1pp |
| Employer contribution / active EE | $1,477 | $3,031-51.3% | $3,737-60.5% | $2,588-42.9% |
| Participant deferral / active EE | $4,480 | $3,771+18.8% | $4,878-8.2% | $4,289+4.5% |
| Admin fee / account holder | $1,787 | $2,028-11.9% | $6,730-73.4% | $1,587+12.6% |