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 | $41,084 | $61,272-32.9% | $149,673-72.6% | $71,457-42.5% |
| Participation rate | 62.8% | 62.5%+0.3pp | 78.8%-16.0pp | 67.9%-5.2pp |
| Annual return | 22.69% | 35.85%-13.2pp | 134.42%-111.7pp | 28.85%-6.2pp |
| Employer contribution / active EE | $897 | $2,378-62.3% | $4,818-81.4% | $2,588-65.3% |
| Participant deferral / active EE | $2,639 | $2,917-9.5% | $5,680-53.5% | $4,289-38.5% |
| Admin fee / account holder | $1,076 | $1,261-14.7% | $13,210-91.9% | $1,587-32.2% |