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 | $119,588 | $66,098+80.9% | $101,794+17.5% | $74,304+60.9% |
| Participation rate | 66.4% | 53.8%+12.7pp | 69.2%-2.8pp | 60.3%+6.1pp |
| Annual return | 18.11% | 19.59%-1.5pp | 30.53%-12.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,727 | $1,082+59.7% | $2,289-24.5% | $2,241-22.9% |
| Participant deferral / active EE | $4,450 | $2,781+60.0% | $4,084+9.0% | $3,767+18.1% |
| Admin fee / account holder | $6,888 | $4,146+66.2% | $8,777-21.5% | $2,969+132.0% |