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 | $32,297 | $57,739-44.1% | $112,229-71.2% | $74,419-56.6% |
| Participation rate | 26.2% | 55.6%-29.4pp | 72.4%-46.2pp | 70.7%-44.5pp |
| Annual return | 15.58% | 19.52%-3.9pp | 30.20%-14.6pp | 34.38%-18.8pp |
| Employer contribution / active EE | $734 | $1,675-56.2% | $3,430-78.6% | $2,637-72.2% |
| Participant deferral / active EE | $1,550 | $2,891-46.4% | $4,798-67.7% | $4,528-65.8% |
| Admin fee / account holder | $1,313 | $462+184.0% | $7,748-83.1% | $348+277.5% |