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 | $28,023 | $49,915-43.9% | $154,803-81.9% | $74,304-62.3% |
| Participation rate | 45.4% | 54.0%-8.6pp | 78.1%-32.7pp | 60.3%-15.0pp |
| Annual return | 27.18% | 34.06%-6.9pp | 58.88%-31.7pp | 29.43%-2.2pp |
| Employer contribution / active EE | $1,313 | $1,611-18.5% | $4,305-69.5% | $2,241-41.4% |
| Participant deferral / active EE | $2,724 | $2,255+20.8% | $5,540-50.8% | $3,767-27.7% |
| Admin fee / account holder | $3,826 | $2,189+74.8% | $14,329-73.3% | $2,969+28.9% |