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 | $77,473 | $71,516+8.3% | $98,439-21.3% | $71,457+8.4% |
| Participation rate | 61.1% | 72.7%-11.6pp | 75.2%-14.0pp | 67.9%-6.8pp |
| Annual return | 16.13% | 32.41%-16.3pp | 21.16%-5.0pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,870 | $2,399-22.0% | $3,048-38.6% | $2,588-27.7% |
| Participant deferral / active EE | $3,408 | $4,109-17.1% | $4,738-28.1% | $4,289-20.5% |
| Admin fee / account holder | $9,969 | $1,675+495.3% | $8,948+11.4% | $1,587+528.1% |